Home
Who We Are
Working Together
Resources
Events
- Live Events
- On-Demand Events
Contact
- Schedule a Consultation

WSJ.com

May 11, 2016

http://online.wsj.com/articles/financial-adviser-finds-fixes-gaps-in-an-estate-plan-1407510644

Contact

Office: (440) 934-9181

Fax: (440) 934-9182

36610 Detroit Road

Avon, OH 44011

info@jlsmithgroup.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

©2023 JL Smith. All Rights Reserved.

Serving Avon, Avon Lake, Bay Village, Westlake, Rocky River, Elyria, Sheffield Lake, Cleveland, Lakewood, North Olmsted, North Ridgeville, Olmsted Falls, Lorain, Amherst, Sheffield, Columbia Station, Grafton, Vermillion, Sandusky, Huron, Marblehead, Port Clinton, Fairview Park, Strongsville, and North Royalton.

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC-registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The JL Smith Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through The JL Smith Group are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA-affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

This website is provided to you for informational purposes only and is not to be construed as an offer or a recommendation to buy or sell a security. It does not include a complete description of our investment services or performance. The JL Smith Group does not warrant that the content is accurate or complete or that it contains up-to-date and current data, nor can we guarantee your access to our website will be free from interruptions, errors, computer viruses, or other harmful components. The information shown may contain inaccuracies and typographical errors. You acknowledge that any reliance on any such opinion, advice, statement, memorandum, or information shall be at your sole risk. We reserve the right, in our sole discretion, at any time, to correct any errors or omissions in any portion of the website. JL Smith Group may make any other changes to the website, the materials, and the products, programs, or services described in the website at any time without notice. Clicking on external links means you will be leaving this website and you assume total responsibility and risk for your use of the site(s) you are visiting.