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Wealth Management Services for Every Life Stage

Planning Today for a Secure Tomorrow

Even if you’re still in the accumulation phase, there’s no better time to start planning ahead than today. We’ll help you clarify your current financial picture and understand how we can help you keep as much of your hard-earned money as possible to realize your biggest goals, regardless of your current assets or where you are in life.

Financial Planning

At JL Financial, we get to know who you are along with your fears and desires. We then utilize our expertise to help create a tailored strategy that empowers you to manage the complexities of your finances throughout any life stage.

Investment Management

Every portfolio is built on a solid foundation that reflects your risk tolerance, desired timeline and unique circumstances. Then, we can suggest ways to optimize your portfolio to maximize potential opportunities along the way.

Retirement Planning

Are you worried about running out of money in retirement? We’ll closely collaborate to help you keep as much of your hard-earned money as possible to pursue your desired lifestyle.

Insurance Planning

Is your family covered in the event of a sudden accident, illness or death? We help you identify potential risks and integrate proactive strategies that meet your unique insurance and coverage needs in each life stage and protect future generations. Connect with Walsh Insurance Group, LLC for a quote on your auto, home, business, and life insurance needs.

401(k) Rollovers & IRA Investments

You've worked hard to put away money into your 401(k). But do you know what you own, or whether your investments have made money? Let us help you navigate these complexities and more to maximize your returns into and through retirement.

Wealth Management

We understand that a one-size-fits-all approach doesn’t work for every client. That’s why we strive to meet you where you are today and create a custom strategy to help you get ahead of planning for your future needs.

Tax Planning Strategies

Discover how to maximize your profits and minimize your tax burden with an efficient tax planning strategy. Our experienced team can help you identify potential tax savings while managing your withdrawals to maintain your desired lifestyle and income goals.

Comprehensive RITA Tax Guidance

Are you trying to figure out whether you might owe local taxes in Ohio, including RITA? We're ready to help you navigate this complex income tax system with a team of experienced advisors.

RITA Overview

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Our Approach

Our local expertise allows us to customize your financial plan while minimizing your tax burden.

Our Approach

Our Team

At JL Financial, we're dedicated to easing your concerns about not having enough money to pursue your desired lifestyle.

Meet the Team

Contact Us

Ready to learn more about how our experienced team can help you pursue your biggest goals? Let’s get started.

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