Broker Check

jLife Goal

A promise and belief that you deserve more.  Here's what not to expect from our firm...      

A promise and belief that you deserve more.  Here's what not to expect from our firm...      

  • For too long, the financial services industry has had advisors who recommend products just to make a commission, and then they quickly move on the next client. Is that really in your best interest?
  • Now, there are the new Robo-Advisors who do a good job in allocating money, and the discount brokers who try to lower the fees as much as possible to persuade you to move your assets there. However, an integral part of having an advisor is to help Guide you through good times and bad times, and also to make sure that emotions do not get in the way of long-term goals you are trying to achieve.
  • Most self investors tend to get out of the market at the wrong time and re-enter at the wrong time.
  • Insurance agents who sell life insurance or fixed annuities without truly understanding their potential clients' goals and objectives and for that matter any other investments that they might have
  • Most advisors take a One-Size-Fits-All approach, when it comes to investing assets
What have we found that works for clients? The holistic approach and transparency.

What have we found that works for clients? The holistic approach and transparency.

  • Discuss what’s important to you and your family
  • Understand the life that our clients want to lead
  • Identify your tolerance for your overall risk and manage
  • Help in managing your overall investments and maintaining a complete picture or balance sheet
  • Making changes and pivoting when necessary to stay on track and attaining your objectives

We want you to “Plan for tomorrow, but Live today”.

We here at jLife believe that planning should be for everyone, so we provide holistic guidance for all stages of life, no matter what your account size is.

Our solution:

  • Holistic approach provided to everyone
  • Financial Planning/Guidance
  • Investment management
  • Insurance (Life and Long Term Care)
  • Guidance Driven Investing, based on wants and needs (the life you want to lead)
  • Transparent pricing and full disclosure on any fee structure

In Summary

We are:

  • Experienced Advisors – Over 32 combined years of financial planning, investment management, Financial Guidance and insurance/risk planning
  • Fiduciaries – Always acting in the best interest of our clients
  • Independent – We do not work for wire houses or anyone else, we work for you
  • 100% Transparent – any fees or costs are always provided to you up front