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Resources

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:

  • Financial Planning
  • Asset Management
  • Tax Management
  • Protection Planning
  • Legacy 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.

Guides<br data-mce-bogus="1">

Guides

Years of experience have prepared us to guide you through your life transitions.

On-Demand &#38; Live Events

On-Demand & Live Events

We offer a series of exclusive seminars, trainings, interviews, and presentations.

Blogs

Blogs

We cover everything from Social Security tips for married couples to why it is never too late to work with a financial advisor.

Podcast

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.

In The News

In The News

The advisors of JL Smith are frequently quoted in local, national and industry news for their expertise and insights. Check out our In The News page to read the most recent interviews from our team.

FAQs

FAQs

We want you to feel confident in choosing us to serve you, so to give you more information ahead of our first meeting, we’ve compiled a list of frequently asked questions.

Request a Consultation

Have questions? Call us at (440) 934-9181 or