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Total Wealth Management

JFL Total Wealth Management provides Total Wealth Management for individuals, executives, and small business owners.

Welcome to JFL Total Wealth Management

JFL Total Wealth Management Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services… Read More

At JFL, Clients come first!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist…Read More

Our Commitment To You…

The company was founded with the goal of assisting our clients in every aspect of their financial lives and we have expanded to become a total wealth management enterprise. For each of our clients we strive to help create financial stability and confidence to provide financial independence…Read More

JFL Total Wealth Management In The News

5 money strategies for college freshmen

Posted on Monday 18th August, 2014

Your Money: Investment in silver not all that shiny

Posted on Thursday 17th July, 2014

Money woes of the rich, and their heirs

Posted on Monday 23rd June, 2014
       
   
The taxman cometh: What homeowners and renters should know

Tax tips from CFP Jerry Lynch here

Can you cash in on Baby Boomer retirement boom?

Tips from certified financial planner Jerry Lynch, see the full length video here

Baby boomer Debt

Coming up short on retirement savings, see the full length video here