JTL Wealth Partners

JTL Wealth Partners is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by individuals and families. We help our clients implement tax-efficient ideas and strategies for all phases of their lives. We help protect, create, and grow our client’s wealth by implementing tax advantaged accumulation strategies as they plan for retirement and help our clients utilize tax-effective distribution strategies of their assets during retirement. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER? practitioners (CFP?), a Certified Public Accountant (CPA), as well as Insurance Specialists, and a network of Estate Planning Attorneys that are dedicated to helping you achieve your goals. We can coordinate financial planning, estate planning, investment management and risk management, all in-house. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with JTL Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

网站

https://www.jtlwp.com

JTL Wealth Partners的外部链接

所属行业

金融服务

规模

2-10 人

总部

Plano，Texas

类型

私人持股

创立

1994

领域

Financial Advising、Investment、Estate Planning、Wealth Management和Tax Strategies