JLS Financial Group | Ft. Lauderdale, FL

Prepare & Implement Today,
Live & Enjoy Tomorrow

Helping clients accumulate wealth, minimize taxes, and properly
strategize for retirement

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Move Confidently Toward Your Goals

We all have things we want to pursue in life—ideas, opportunities, goals and dreams. Without a careful strategy, we can run out of time or resources first, and our job is to make sure that doesn’t happen to our clients.

We are an extensive financial company, and people come to us because they need a partner to help them realize their dreams and bring them to fruition or they're looking for a second opinion on their current strategy. We start by looking at their entire financial picture, learning everything we can about where they are and where they’re trying to go, and then we work with them to develop a highly-customized strategy to get them there. We strive to leave every situation better than we found it, and we’re committed to putting our clients first and giving them our best every step of the way. Whether you have solid strategy in place or don’t quite know where to start, we can help guide you on your path to financial success.

Our Typical Clients

  • Business Owners

  • Executives & C-Suite Professionals

  • Individuals & Families

  • Pre-Retirees & Retirees

  • Healthcare Professionals

  • Athletes & Entertainers

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Athletes & Entertainers

You have probably heard people say that it’s not what you make, it’s what you keep that matters. Never is that truer that when it comes to professional athletes and entertainers. In comparison to high income earners in other fields, your wealth come more sporadically and your career is a lot more unpredictable. You need trusted advisors who will look after your best interests. We will assist you in making the best decisions so that your financial future will be stable and you can leave a legacy for those that you care about.

Business Owners & Entrepreneurs

Many of our clients are successful business owners & entrepreneurs who have accumulated significant wealth through their privately held businesses. In most cases, this takes many years of hard work and dedication to occur. We offer a wide array of services to help address your financial needs at every stage of your business cycle, making sure that everything coordinates with your personal strategy.

Executives & C-Suite Professionals

As highly successful individuals, your time is limited and your financial needs and opportunities are complex. You need someone that can assist you with helping you oversee your financial strategy, providing you with options that crystallize your goals. These options should be clear so that you are confident with them as well as providing you with peace of mind. We want to make sure that you make well informed decisions that will protect & maximize your wealth.

Healthcare Professionals

At JLS Financial Group, we certainly appreciate the challenges and opportunities of physicians and others in the healthcare industry. You have spent many years in education & residency before being in a position to earn what you are worth. Additionally your profession has higher than normal risk. We take all these factors into account to provide you with specialized options that will maximize and protect your wealth & assets. We have the experience to get you where you want to be.

Individuals & Families

JLS Financial Group provides individual & families with a wide spectrum of innovative solutions and services to help them grow, protect and conserve their wealth for all stages in life. We take into account your needs, goals and tolerance to risk. We will work with you to crystallize where you are going and the best way to get there.

Pre-Retirees & Retirees

THREE STEPS TOWARD CREATING YOUR FINANCIAL STRATEGY

Developing a financial strategy to meet your needs from pre-retirement through retirement can be complex. At this important juncture, seeking the advice of a financial professional is more important than ever. A financial professional can guide you through these 3 important steps in creating your personal financial roadmap.

Step 1 - Get the Facts First, work with your financial professional to evaluate your financial situation, taking into consideration your current age, retirement goals, concerns, the impact of inflation on your ability to meet future expenses and your anticipated budget during retirement.

Step 2 - Identify Potential Retirement Income Sources. Many retirees need to establish a retirement plan that will provide an adequate income stream and sustainable portfolio withdrawals for up to 25 or 30 years. A financial professional can help you identify all your retirement resources, including Social Security, benefits, and estimate how long your retirement assets will last based on your budget, timeline and other assumptions.

Step 3 - Consolidate Your Savings to Simplify Your Retirement Strategy Once you’ve identified your sources of expected income, your advisor can help you understand how to roll over and consolidate your retirement assets, convert a portion of your retirement investment portfolio into a potential stream of cash withdrawals to sustain your expenditures, and invest the remainder using asset allocation. Asset allocation is a critical component. Working with your financial professional, you’ll decide what amount of your savings should be in stocks, bonds and cash equivalents. Talking about how different combinations can work together may help you find the right balance between your tolerance for risk and the potential returns you need to meet your retirement objectives. It is important to note that an asset allocation strategy does not ensure results superior to other investment strategies and also does not guarantee a profit or protect against a loss.