Resource Library
Resource Library
JL Smith is dedicated to educating individuals and families on the importance of financial health and investment planning. Since 1995, we have served the communities where we live, work and play as professional advisors, bringing together all critical areas of financial planning, including:
- Investments
- Insurance
- Tax planning & preparation
- Social Security strategies
- Medicare
- Estate planning
We have compiled a list of exclusive financial planning tips and resources to help you make sense of these topics as well as how they affect your own individual financial journey and goals.

Podcast
Are you ready to learn how to prosper in your mind, body, spirit, and financial life? The Holistic Wealth and Health Podcast can help. Hosts Jason L. Smith and Bryan Bibbo join forces with field experts to help you focus on what matters most in life – living well.
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