The JL Smith Group

Specialties

We are an independent retirement planning and wealth management firm. We place important value in the relationships we build with our clients, our most valuable assets. We measure our success by the strength of these relationships and the high standards of quality and ethics that allow us to maintain them. We will always conduct business in an honest and loyal manner while seeking to enhance our knowledge and services for the wellbeing of our clients.

We represent many different companies in areas of financial planning, investments, long-​term care insurance, life insurance, 401(k) rollovers, retirement planning, wealth conservation and more. After weighing our clients’ needs, we find the best products available based upon strength, performance, cost basis and service.

We believe in a multi-​faceted approach. Therefore we pride ourselves in providing a team of financial and insurance professionals with well-​rounded expertise and experience.

History

Established in 1996.

Since day one we have tried to create complete financial and insurance plans that will help our clients to preserve what they already have, protect them from financial uncertainty, and help protect the future of their loved ones in the most efficient way possible.

Meet the Business Owner

Jason S.

Business Owner

Jason is an Ed Slott Elite IRA Advisor and Certified Estate Planner (CEP), and he holds various additional designations within the industry. These, combined with his fifteen years of experience in financial services yield his success. Jason serves his community through the Big Brothers/​Big Sisters program, Make-​A-​Wish Foundation, and Avon Historical Society. He enjoys boating, traveling, and is a Cleveland Browns fan. Most of all, he enjoys spending time with family and friends.