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Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.jfltotalwealth.net/
Submission: On March 08 via api from US — Scanned from DE
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Menu * Home * About * Our Strategy * Our Standards * Team * What is a CFP®? * Professional Speaker * Services * Individual Services * Corporate Retirement Plans * Tax-Advantaged Business Planning * Real Estate Investing * Education * In The News * Events & Webinars * Videos * Photos * Helpful Links * Resources * JFL Newsletters * Strategic Partners * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Disclosures * Account Access * Contact THE COMPLETE APPROACH TO PLANNING Our process incorporates comprehensive strategies to help create true wealth. Learn more OUR STORY Our experienced professionals dedicate their expertise to your continued success. Learn more OUR STRATEGY We believe effective financial planning starts with you, your goals, and your best interests. Learn more OUR SERVICES Through our holistic approach to planning, we integrate all areas of your financial life. Learn more OUR STANDARDS As an independent firm and 3(21) fiduciary, we always work ethically to maximize our personal and corporate clients’ financial plans. Learn more YOUR BUSINESS ALLY We are more than just an advisor; we are your ally while navigating the complexities of corporate financial plans. Learn more NOT YOUR TYPICAL NEW JERSEY FINANCIAL ADVISOR At JFL Total Wealth Management, we specialize in helping our clients manage and create true wealth. While it is very rare and difficult to become wealthy in the stock market, that remains the primary service offered by the majority of financial advisors. We’re not your typical financial planning firm. Located in Northern New Jersey and led by Jerry Lynch, CFP®, we take a comprehensive approach that aligns your investment and estate plans on a foundation of proactive tax-planning. It’s not about paying less than you owe; it’s about properly positioning the ownership of your assets and timing transactions so you never pay more than you should. Experience the power of comprehensive planning. Welcome to JFL Total Wealth Management THE LATTE LIE AND OTHER MYTHS Check out this video to begin separating fact from fiction. Learn More SAVING FOR COLLEGE 101 Here’s a crash course on saving for college. Learn More BRIDGING THE CONFIDENCE GAP In the world of finance, the effects of the "confidence gap" can be especially apparent. Learn More HAVE A QUESTION Name Email Address Phone Question Thank you! Oops! CONTACT JFL Total Wealth Management-OneDigital Office: (973) 439-1190 Fax: (973) 588-4880 305 West Main Street Boonton, NJ 07005 jerry.lynch@onedigital.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Triad Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). JFL Total Wealth Management and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. JFL is licensed in the following states: AZ, NC, NJ, NM, NY, TX and WY.