Frequently Asked Questions | JL Smith
WHAT MAKES JL SMITH DIFFERENT FROM OTHER INVESTMENT ADVISORS? At JL Smith, we provide you the convenience of one-stop to deliver coordinated investment management, tax management, financial planning, insurance & estate planning, retirement planning, and charitable giving strategies, ultimately providing you a household CFO to help maximize your wealth. In addition to our financial, tax, & investment knowledge, we have built a community of other successful, working American families, providing us