JLM ADVISORS, LLC
MIAMI, FLORIDA

of Financial Advisors. Let us start with a blank canvas, and help guide you on your financial journey. We begin with a discovery, discussing your needs, concerns, hopes and dreams for the future. We help you define your life goals. We inspire you to dream see the possibilities you may never have never considered. We hope to inspire you to envision the best possible future for yourself, your children, and even future generations. See what’s out there beyond the horizon, and then provide the courage and faith to pursue it. Your financial plan is deeply personal, based entirely on what you value wish to achieve. Our Advisors embrace your goals as if they were our own, and put forth a financial plan to help get you there. JLM Advisors go beyond the ideal vision of your retirement life, and also consider any life-changing events that may be ahead. An innovative retirement plan will keep you on your path to your life goals, regardless of what may arise in the future. Your values are personal and unique, and are what guides your life and every decision you make. Once we understand what you truly value, we can define specific financial goals and objectives to ensure you can achieve what is most important to you. We pride ourselves with an open architecture of products and resources that allow us to customize a solution that fits your needs. These include Equities, Fixed Income, Mutual Funds, Exchange Traded Funds, and actively Managed Accounts. Many important decisions and tasks require the services of multiple professionals, such as attorneys, CPAs, bankers, or tax preparers. When you need to refinance your home, prepare your taxes, or draw up a will, for example, you just give us a call and we will help coordinate the resources you need. JLM Advisors will help you articulate your values and help you envision the legacy you wish to leave. We will manage your investments and facilitate creating your wills, trusts and other vital documents. Your estate plan will not gather dust, but will be evaluated annually, or as needed, so that when you leave this world, all your wishes will be current. This in itself is a tremendous gift to your family. Some families feel that it’s important to fully fund all educational expenses, while others feel that their children should share the cost. We will discuss all options and help you determine what approach will be most beneficial to your children, and then recommend the appropriate college savings plan. Business Retirement Plans We understand that for many business owners, employees are like family, and you want to make sure their years of service are well rewarded in their retirement years. We will design a custom plan to meet your goals, then educate and support your employees to ensure they get maximum value from their retirement benefits. of Financial Advisors. Let us start with a blank canvas, and help guide you on your financial journey. We begin with a discovery, discussing your needs, concerns, hopes and dreams for the future. We help you define your life goals. We inspire you to dream see the possibilities you may never have never considered. We hope to inspire you to envision the best possible future for yourself, your children, and even future generations. See what’s out there beyond the horizon, and then provide the courage and faith to pursue it. Your financial plan is deeply personal, based entirely on what you value wish to achieve. Our Advisors embrace your goals as if they were our own, and put forth a financial plan to help get you there. JLM Advisors go beyond the ideal vision of your retirement life, and also consider any life-changing events that may be ahead. An innovative retirement plan will keep you on your path to your life goals, regardless of what may arise in the future. Your values are personal and unique, and are what guides your life and every decision you make. Once we understand what you truly value, we can define specific financial goals and objectives to ensure you can achieve what is most important to you. We pride ourselves with an open architecture of products and resources that allow us to customize a solution that fits your needs. These include Equities, Fixed Income, Mutual Funds, Exchange Traded Funds, and actively Managed Accounts. Many important decisions and tasks require the services of multiple professionals, such as attorneys, CPAs, bankers, or tax preparers. When you need to refinance your home, prepare your taxes, or draw up a will, for example, you just give us a call and we will help coordinate the resources you need. JLM Advisors will help you articulate your values and help you envision the legacy you wish to leave. We will manage your investments and facilitate creating your wills, trusts and other vital documents. Your estate plan will not gather dust, but will be evaluated annually, or as needed, so that when you leave this world, all your wishes will be current. This in itself is a tremendous gift to your family. Some families feel that it’s important to fully fund all educational expenses, while others feel that their children should share the cost. We will discuss all options and help you determine what approach will be most beneficial to your children, and then recommend the appropriate college savings plan. Business Retirement Plans We understand that for many business owners, employees are like family, and you want to make sure their years of service are well rewarded in their retirement years. We will design a custom plan to meet your goals, then educate and support your employees to ensure they get maximum value from their retirement benefits.