"Look beyond job titles and wealth to truly see the person seeking our guidance." -Jimmy Lee

"Our goal is simple: For you to be better with us than without." - JTL Wealth Partners Guiding Principle

"Regardless of your Life Phase, we can Empower Your Future by being here for the beginning of your JOURNEY, acting as a Guide through TIME and striving to become your Wealth Partner as you build your LEGACY."

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"We strive to become your Trusted Guide so that together we become Wealth Partners." - Team Mission

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Let's Talk About Your Financial Future.

JTL Wealth Partners offers video conference meetings at your convenience or phone call appointments.

Intelligent Financial Guidance For Your Journey.

We Offer:

Comprehensive Perspective
Personalized Approach
NO Cookie Cutter Portfolios
Discretion to act on your behalf
Adaptable portfolios
High Tech without losing Human Touch

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Partners You Can Trust

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

How We Work with You

Wealth Management Planning

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Comprehensive Wealth Management

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Estate Planning Strategies

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Business Owners

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Corporations

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Collaborating with Clients

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Test Your Investment IQ

Investing in financial markets has become more popular and easier than ever. But many Americans don’t have the right knowledge or tools to maximize their investing potential, or effectively invest. Find out where your knowledge ranks by taking JTL Wealth Partners’ brief assessment.

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Helpful Content

Curated articles, videos, and more for a more financially savvy you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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