JLine Financial, serving you and your family
We are a full service retirement income and legacy planning firm. We offer clients total estate and retirement planning to ensure you leave a lasting legacy for generations. Our team works closely with those who have already retired as well as pre-retirees. Whether you have a few years left to plan or many, our all-things-considered approach shows you how your plan should end after you are done on this earth. From there our plans work backwards to demonstrate how you want your golden years to look like adjusted for inflation and after taxes. Some strategies are completely income tax free. These unique concepts show you what you should be doing now to achieve that retirement lifestyle you desire.
Concerning retirement accounts, we believe your money should not all be in one asset class. We provide education to show people how their portfolio can be spread into a variety of principle protected growth concepts and at the same time increase your monthly income.
JLine Financial leadership team has collectively over 50 years experience in helping clients and their families sleep better at night. We look forward to talking with you about your concerns and to develop a plan just for you.