JL Smith | Holistic Wealth Management

Services Offered

• Retirement Planning
• Tax-Efficient Wealth Management
• Estate & Legacy Planning
• Investment Management
• Social Security & Medicare Planning

About

Holistic Wealth Management is a financial planning firm based in Avon, Ohio, with additional offices across several states including Florida, Washington, and Minnesota. The firm specializes in comprehensive financial planning strategies, including retirement planning, tax-efficient wealth management, estate and legacy planning, investment management, and Social Security and Medicare planning. They serve American families by simplifying complex financial concepts and providing fiduciary advice to help clients achieve financial independence in retirement. Holistic Wealth Management is committed to educating clients on effective financial strategies tailored to their unique needs.

Reviews

Location

Business Information