About Us

We understand that all of our clients have a unique situation and story, but often have the same goal in mind – making sure they are prepared for retirement. We assist individuals, families, and business owners in achieving their financial and retirement planning goals.

Our Services

Our extensive knowledge and experience working closely with attorneys, accountants, and other skilled professionals enables us to facilitate an appropriate strategy to achieve our clients’ goals.

Blog

At JLJ Financial, we believe that keeping you informed and educated about your financial plan and the latest news in the markets is essential to a lasting relationship built on trust.

“Our mission is to be your honest and trustworthy advisor by providing customized, comprehensive financial planning solutions and exceptional service to help our clients achieve their personal financial goals.”

Investment

Through life, you work hard for your money. Let us make your money work hard for you through our comprehensive financial plans and investment options. You can live comfortably, knowing that our skilled professionals are watching your assets.

Retirement

As a retiree, or a pre-retiree, your assets will need to start producing income for the rest of your life. Let us create a plan that helps you live through your retirement years with ease, using income retirement planning strategies from a variety of different investment companies.

Insurance

Insurance is your protection from the pitfalls of life. We can independently review your insurance coverage and assess whether your current insurance is right for you and your current family situation.

Check the background of investment professionals on FINRA’s BrokerCheck

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JLJ Financial