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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 financial goals. Our holistic investment and financial planning services include everything from retirement planning, insurance strategies, budgeting, and more to 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:

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

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 guarantee your future financial health and wealth.

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<strong>Investment Services</strong>

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.

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<strong>Insurance Services</strong>

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.

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<strong>Tax Planning</strong>

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.

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<strong>Social Security Strategies</strong>

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.

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<strong>Estate Planning</strong>

Estate Planning

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

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<strong>Medicare Supplements</strong>

Medicare Supplements

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


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<strong>Tax Preparation</strong>

Tax Preparation

Our tax preparation services 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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Fiduciary Services&#160;

Fiduciary Services 

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

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Request a Consultation

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