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Working Together

At JL Smith, we work side by side with individuals, families, and businesses to create comprehensive financial plans geared toward meeting both short-term and long-term goals. Our holistic wealth management services include everything from retirement planning, insurance strategies, budgeting, and more to help ensure your financial peace of mind.

Our goal is to help protect and grow your assets, all while saving you money and securing your future. Explore our services to get started:

Fiduciary Services 

Fiduciary Services 

There are several benefits that come from working with a fiduciary advisor, one of the biggest being peace of mind. At JL Smith, we do what is best for our clients. In doing so, we strive to provide trusted advice and service you can count on.

<strong>Financial Planning &#38; Advisory</strong>

Financial Planning & Advisory

We’ve found that the most effective financial plans incorporate the many aspects of your financial life. Our team uses a comprehensive, holistic approach to help secure and manage your wealth.

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<strong>Asset Management</strong>

Asset Management

Between short-term income needs and long-term growth objectives, we’ll provide investment options and recommendations to help you accomplish your financial plan.

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<strong>Protection Planning</strong>

Protection Planning

When you choose to work with us for insurance strategies, we will review your existing insurance policies and provide thorough recommendations for your various coverage options.

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<strong>Tax Management</strong>

Tax Management

From 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, we can help you maximize your pre- and post-tax income.

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<strong>Social Security Strategies</strong>

Social Security Strategies

We will help you increase your household’s lifetime benefits and guide you on the selection of how and when to start collecting Social Security benefits.

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<strong>Legacy Planning</strong>

Legacy Planning

From designated beneficiary forms to essential legal documents, we’ll work with you to help ensure your spouse, children, and loved ones are financially protected after you’re gone.

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<strong>Medicare Supplements</strong>

Medicare Supplements

If you are aged 65 or older and have enrolled in Medicare, then you can expect about 50 percent of your healthcare needs to be covered through the program.

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<strong>Tax Preparation</strong>

Tax Preparation

Our tax preparation services help save families, individuals & businesses time and money by ensuring all tax returns are prepared correctly, filed on time, and meet all federal, state, and local tax law requirements.

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Request a Consultation

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