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JTL Wealth Partners is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by individuals and families. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including Certified Financial Planner™ practitioners (CFP®), a Certified Public Accountant (CPA), as well as Insurance Specialists, and a network of Estate Planning Attorneys that are dedicated to helping you achieve your goals. We can coordinate financial planning, estate planning, investment management and risk management, all in-house.
A low credit score can keep you from the things you want. But did you know a low credit score can impact a lot more than just financing? Do the best thing you can do for your future. Call us today and let our experience save you time, money, and frustration.
We offer Accounting, Bookkeeping, and CFO services built for acquisitions, funding, and growth. I like to serve businesses that are aligned with my core values of patience, kindness, integrity and trust.
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Puritan Financial Group is dedicated to helping folks with their financial needs using insurance and financial products for managing health care risk, income safety and wealth transfer.
At Lord and Richards, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns. Our unique process ensures that all the pieces of your retirement strategy are aligned to reduce risk, grow your assets and make sure you never worry about having enough to get retired and stay retired.
