Build Your Wealth Plan
Younger individuals and families, Gen X and Y, who want to create and implement a personalized financial plan. The focus here is to build your wealth and pursue your life goals.
- Complete Financial Overview
- Cash Flow Analysis
- Goals and Risk Assessment
- Retirement and College savings
- Insurance, Wills and Trusts
Wealth Management Plan
Established Investors who seek holistic, personalized investment advice and comprehensive financial planning, from independent fiduciary advisors. Portfolio management advisory services require a minimum account size of $200,000
- Comprehensive Financial Planning
- Investment Portfolio Review and Management
- Detailed Cash Flow Analysis and Balance Sheet
- Retirement Income Planning
- Insurance and Estate Planning
In order to reduce your financial stress we help you with all aspects of your financial life, which can include:
- Investment portfolio management
- S.T.E.P. into Retirement®
- Rollover IRA’s
- Traditional IRA’s
- ROTH IRA’s
- Retirement Needs Analysis
- Retirement Income solutions
- Non-Retirement Income solutions
- Long Term Care
- Life Insurance
- 529 plans and other College Savings programs
- Estate and Legacy Planning*
- Tax Planning*
*For these services, we collaborate with your Estate and Tax advisors
Keeping You Informed
At jLife Wealth Management, we know that it is important for you to be kept fully informed
about your life savings. Because your peace of mind is our top priority, we provide the following:
- 24/7 online access to your accounts
- Monthly, quarterly or annual statements (depending on the investment)
- Annual review meetings, either in person or virtual, at a minimum. Or more often, if you like, or if there are issues that need to be addressed
- Quick access to us during business hours, by phone or email
Services for Employers and Small Businesses
With the ever-changing landscape of benefits and regulations, it can be difficult to know how to create an attractive and affordable benefits package.
At jLife we can help you create attractive benefits packages that are customized to your specific business and budget in mind.
- 401K plans which can include Profit Sharing
- Simplified Employee Pension plans (SEP)
- Group Health, Life and Disability Benefits*
*We work with local agencies for these services
