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Guidance Beyond Your Taxes

Guidance Beyond Your Taxes

Serving the Cleveland area for over 50 years, we understand the unique tax and financial planning needs of our local clients. We have expertise in guiding our clients through municipal, state and federal taxes, then creating customized plans to ensure you keep your hard-earned money through retirement.

An Independent Approach for Life

An Independent Approach for Life

Our experienced advisors help guide you through a trusted fiduciary process that prioritizes your goals. This independent approach gives us the flexibility to recommend the right products to ensure you keep as much of your money as possible. Easily accessible whenever you need us, we can help you confidently navigate every life stage.

Our Comprehensive Services

Our comprehensive services ensure we’re the one-stop-shop for all of your personal tax and financial planning needs.

Tax Services

Our experienced tax professionals are ready to help you simplify your tax obligations. We understand local tax laws and can accurately file your taxes on time and plan for future savings.

Tax Services

Wealth Management

Whether you’re building wealth or nearing retirement, we can help clarify your goals for the next life stage and effectively save enough money to pursue a comfortable lifestyle.

Wealth Management Services

Medicare Planning

Are you unsure whether you can still see your doctors or if your prescriptions will cost the same? Our experienced Medicare professional can guide you through the process.

Medicare Services

Learn More About Our Services

If you have questions about topics including local tax laws or choosing the right Medicare plan, reach out to learn more about whether our services are right for you.

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Serving You in Every Life Stage

At JL Financial, we understand that life presents diverse financial challenges at every stage. Whether you're planning for your child's education or navigating saving for retirement, our experienced team is here to guide you.

From optimizing investment strategies to ensuring tax efficiency and protecting your assets, we provide tailored solutions that evolve with you, empowering you to achieve your financial goals with confidence at every step of life's journey.

Resources to Enhance Your Financial Literacy

From reducing your tax burden to effectively planning for retirement, our client-focused resources can help you learn more about our fiduciary process.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.
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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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