BBA - Finance

Jimmy Lee - Financial Advisor in The Woodlands, TX | WiserAdvisor.com

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.

LPL Financial

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Our goal for your family's financial life is to help simplify the complexity by aligning the important aspects of your wealth with your multi-generational goals. Theres no need to feel burdened just because you have been blessed with the resources and the opportunities that wealth provides. The team at JTL Wealth Partners can work with you and those that are already part of your advisory team to create a planning strategy based on your needs and goals. We can offer resources regarding the following planning strategies as well: Wealth Transfer Planning Asset/Annuity Strategies A/B Trusts and Funding Strategies "A Trust" is also commonly referred to as the "Marital Trust," "QTIP Trust," or "Marital Deduction Trust." "B Trust" is also commonly referred to as the "Bypass Trust," "Credit Shelter Trust," or "Family Trust." Generation Skipping and Dynasty Trusts Lifetime Gifting Strategies/ Direct Gifts to Individuals or Trusts Insurance Policy Evaluations Planning with Family Partnerships Insurance Premium Financing Private Split Dollar Arrangements Special Needs and Discretionary Trusts Spousal Lifetime Access Trusts (SLAT) Grantor Retained Annuity Trusts (GRAT) Sale to an Intentionally Defective Grantor Trusts (SIDGT) Charitable Planning Charitable Giving with Life Insurance Charitable Lead Trusts Charitable Remainder Trusts Net Income with Makeup Charitable Remainder Unitrusts (NIMCRUT) Private Foundations

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Investing should be easy just buy low and sell high, but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

For many people seeking financial guidance, we recommend beginning with a Financial Plan. A Financial Plan can be a useful tool as you plan for short- and long-term goals. Just as your life changes over time, your plan can be just as dynamic. A Financial Plan can provide insightful guidance on next steps or allow us to create scenarios from which to make informed decisions. Financial Planning Tax Strategies Budgeting & Debt Management Insurance Management Financial Lifestyle Coaching Investment Management

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Jimmy Lee

LPL Financial

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BBA - Finance -

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