“Our lives are connected by a thousand invisible threads, and along these sympathetic fibers, our actions run as causes and return to us as results.”
– Herman Melville
JLB Financial Review
As fiduciary financial advisors, we pledge to work on your behalf and in your interest. In our decades of experience of helping clients like you, mostly here in Sarasota, we've found that getting together at no cost to you works well for everyone.
We'll get to learn about your life goals and how your current finances match with them. And, for you, it's a good opportunity to see if you like our approach—and us. This way, you can decide if we're a good fit for you.
- cashflow assessment
- IRA/401k review
- retirement forecast
- account titling review
- portfolio assessment
- estate/wills/trust review
- Medicare briefing
- real estate overview
- market briefing
- intro to family wealth
- The JLB Promise
- introduction to JLB's exclusive yourFuturesm Planning Process
What You Can Expect
You can plan on spending an hour with one of our family wealth advisors. By the way, we don’t sell insurance or annuities, as our full set of services is covered by a one percent or less fee.
JLB's free consultations are made on a first-come, first-served basis. Please call us at 941-365-3435 or fill out the form to get started.
We look forward to meeting you!
You've made our day! Please call us so we can understand your investment and family wealth planning goals. We're happy to provide a complimentary financial planning and portfolio review.
941.365.3435 or toll free at 800.899.5171
If you would rather have us get back to you, please let us know how we can get in touch.