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. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, AR, CA, CO, CT, DE, FL, IL, IA, KS, KY, LA, MD, MI, MN, NV, NM, NY, NC, OK, OR, PA, TX, VA, WA.