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.
Financial Planning & Advisory Services
We understand that the best financial plans incorporate all aspects of your financial life. Our team of financial advisors at JL Smith developed an all-inclusive holistic financial plan to help guarantee your future financial health and wealth.
Investment Services
Between short-term income needs and long-term growth objectives, we’ll provide investment options and recommendations to help you accomplish your financial plan.
Insurance Services
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.
Tax Planning
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.
Social Security Strategies
At The JL Smith Group, 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.
.
Estate 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.
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.
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.