phone
941.365.3435
|
800.899.5171
emailinfo@jlbainbridge.com
location
1582 Main St, Sarasota, FL 34236

Financial Planning

We all like to feel in control – especially when it comes to wealth. Having a plan that is thoughtful, intentional, and built around your life is what JL Bainbridge aims to help you   accomplish. As a client of JL Bainbridge, we partner with you to help you align your goals, simplify complex issues and help you make informed choices for every stage of life.

Contact us to learn more about JL Bainbridge or explore a *complimentary financial review (complimentary reviews are general in nature and do not include personalized investment advice).

Start now!

Financial Planning Services

As an Advisory Client at JL Bainbridge, your financial plan is strengthened by a comprehensive suite of services designed to support every stage of your financial life. And rest assured, these resources are tailored to your needs and provided within the scope of your advisory agreement. because we believe thoughtful guidance shouldn’t come with unnecessary complexity or extra fees.

Estate Planning

True family wealth spans generations. As you grow your assets, estate planning can help to ensure that your success becomes a legacy.

We work closely with your estate attorney and CPA to coordinate a thoughtful, tax-efficient plan that reflects your goals - whether that includes trusts, charitable giving, or strategies to protect and distribute wealth smoothly. Estate planning isn’t just for the ultra-wealthy; it’s for anyone who wants clarity, control, and peace of mind.

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Retirement Planning

A fulfilling retirement doesn’t happen by accident - it’s the result of years of planning. With longer lifespans and evolving financial landscapes, early and proactive retirement planning is essential.

At JL Bainbridge, we can review strategies to help you design a plan that supports the lifestyle you want. From income planning to Social Security optimization. Although we recognize that investing always involves risk and outcomes are never guaranteed, we can help you navigate common hurdles that tend to destabilize even strong portfolios.

Wondering how your current retirement plan is measuring up? Contact JL Bainbridge for a complimentary non-advisory review of your current investments.

Tax Strategies

Tax laws shift constantly, and thoughtful planning can make a meaningful difference in your long-term results. While we don’t offer stand-alone tax services, tax-conscious strategy is built into our investment management approach.

We collaborate with your CPA to help ensure your investments, retirement accounts, and financial decisions are structured efficiently.

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Medicare Review

Medicare can be an essential part of managing healthcare costs in retirement, but understanding your options isn’t always straightforward. With multiple parts, coverage rules, timelines, and supplemental choices, it’s easy to feel overwhelmed.

Our independent Medicare review service can facilitate access to educational information to help you understand your Medicare options and create alignment with your broader financial and retirement strategy. Whether you’re approaching 65 or reassessing your current coverage, we can help you navigate this journey.

529 Education Plans

Education is one of the most impactful gifts you can give and planning ahead makes it even more powerful. A 529 Plan offers tax-advantaged savings for future education costs, including college, private school, and other vocational programs.

JL Bainbridge can help you evaluate the benefits and choose a plan that integrates into your broader financial strategy, so your children or grandchildren are well-positioned for their education.

Contact JL Bainbridge to learn more about 529 plans.

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Ready to Start a Conversation?

Whether you’re building wealth, preparing for retirement, or planning for the next generation, we’re here to support your journey. Connect with us to learn more about JL Bainbridge and our financial planning services

Contact JL Bainbridge today!

FAQs

What is included in a complimentary financial review?
JL Bainbridge offers a complimentary financial review for prospects who would like to learn more about our services. Our review can cover a high level non-advisory discussion about your investments, goals, retirement readiness, tax considerations, estate structure, education planning, and any financial decisions that may have an impact on your long-term wealth. This review is general in nature and is not meant to be personalized investment advice.
When should I start planning my retirement?
The earlier, the better but it’s never too late! JL Bainbridge helps clients at every stage, whether they’re decades away from retirement or already approaching it. If you feel that you’re behind – just remember that the next best time to start is now!
Do I need an estate plan if I’m not ultra-wealthy?
Yes. Estate planning can be a helpful tool in protecting your assets, simplify transitions, and ensure your wishes are honored regardless of portfolio size. It also reduces the administrative and emotional burden on your loved ones and can help simplify decisions during an already stressful time.
How do you work with my CPA or attorney?
We can collaborate directly with them or together with you at your request, to ensure your tax strategies and estate plans align with your overall financial picture. Working with your professional team helps to keep everyone on the same page, eliminate gaps, and create a cohesive plan that supports your long-term goals.
Are 529 Plans worth it?
For many families, yes. They offer tax advantages and flexible options to help fund education costs. Together, we can assess how they might fit into your financial plan and explain the pros and cons in simple terms to help you understand contribution limits, withdrawal rules, and how these plans can complement your broader wealth strategy.

Ready to take the next step?

Click here to schedule a meeting with JL Bainbridge.

*Complimentary reviews provide general information and do not include personalized investment advice. Investment advice is only available to those who become clients through written agreement.

All planning services are included as part of an ongoing advisory relationship and are subject to the terms of the advisory agreement Availability of services may vary based on client needs.

JL Bainbridge coordinates with an independent Medicare review service. No referral compensation is received. JL Bainbridge does not sell insurance or provide Medicare advice.

*JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our Disclosure Brochure (ADV Part 2A), Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm and its advisers at: https://adviserinfo.sec.gov/firm/summary/108058. Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results.