We believe effective financial planning starts with you, your goals, and your best interests. As an independent firm and 3(21) fiduciary, we always work ethically to maximize our personal and corporate clients' financial plans. We are more than just an advisor; we are your ally while navigating the complexities of corporate financial plans.
At JFL Total Wealth Management, we specialize in helping our clients manage and create true wealth. While it is very rare and difficult to become wealthy in the stock market, that remains the primary service offered by the majority of financial advisors. We're not your typical financial planning firm.
At JFL Total Wealth Management, we specialize in helping our clients manage and create true wealth. While it is very rare and difficult to become wealthy in the stock market, that remains the primary service offered by the majority of financial advisors. We're not your typical financial planning firm.
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JFL Total Wealth Management is an independent wealth management, financial planning, and financial advisory firm led by Jerry Lynch, a CFP professional with over 30 years of experience. With frequent appearances in the media, Jerry's financial expertise has been utilized on CNBC, Fox News, The Big Idea with Donnie Deutsch, and On the Money, among other leading programs.
Jerry Lynch is President and Founder of JFL Total Wealth Management and has operated as an independent advisor for over 23 years. With over 30 years in insurance and financial planning, and working with individuals in a variety of. Pam brings over 30 years of experience in financial services, healthcare and insurance to JFL Total Wealth Management.
Personal financial planning is more than just investments and products. At JFL Total Wealth Management, it is a personal, 360-degree process that includes a comprehensive review of tax strategies, estate plans, investment strategies, retirement goals and protection/insurance coverage. The road to retirement should not be a leap of faith.
JFL Total Wealth Management is dedicated to providing total wealth management, a complete look at your financial picture without leaving out the essentials. By walking with you every step of the way, we hope to build a solid foundation for your financial future. Financial planning is not just about financial products; it is about developing a plan that works in a variety of different situations.
A Certified Financial Planner is largely considered the gold standard for financial planning-of the approximately 270,000 personal financial advisors in the United States, only about 83,000 (or 30 percent) are CFP professionals.
A Certified Financial Planner is an individual who has successfully met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentially, professionalism and diligence when dealing with clients.They understand the complexities of the changing financial climate and know how to make recommendations in their clients' best interests.
A Certified Financial Planner is an individual who has successfully met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentially, professionalism and diligence when dealing with clients.They understand the complexities of the changing financial climate and know how to make recommendations in their clients' best interests.
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