Our VisionJFL Total Wealth Management is dedicated to providing total wealth management, a complete look at your financial picture, without leaving out the essentials. By walking with you every step of the way, we hope to build a solid foundation for your financial future.
Planning is not about products, it is developing a plan that works in a variety of different situations. Once we develop a plan that you feel comfortable with, and then we look for the products that make the plan work. Our strategy is sound, tactical, and realistic. We do not start a plan with financial products, we start with you!
Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of everything from economic news to appropriate tax law, estate planning rule updates, retirement saving conversion changes, and any other relevant financial news that we think you should be aware of.
Essentially, we use a "hands on" approach to financial guidance. Not only are our team members knowledgeable, but our staff truly cares about making your dreams a reality. We keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.