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Align your financial needs with your personal goals through the holistic financial plan
JL Smith is an independent retirement planning and wealth management firm based in Avon, Ohio. Founder, Jason L Smith, is a second-generation advisor who, early in his career, recognized a significant need in the financial services industry for independent, holistic planning for American families.
Jason established JL Smith in 1995 and grew his team of professionals with the mission to serve our community as an advisor, bringing together all critical areas of financial planning—whether collaborating with our team internally or working with your established professionals such as accountants, brokers, attorneys, insurance agents, and other experts.
Too often, those nearing retirement or already in retirement, find themselves with retirement plans that are inefficient or no longer reflect their risk tolerance, leaving them vulnerable to market volatility as well as economic and legislative changes. A holistic financial plan avoids those pitfalls by taking an integrated approach that coordinates all key areas of your financial life.
By creating a holistic plan, we can help eliminate any gaps or redundancies and identify new opportunities to align your hard-earned life savings with your retirement goals. We can help you avoid tax inefficiencies and missed savings opportunities and identify critical legal documents that will help you leave the legacy you want.