phone
941.365.3435
|
800.899.5171
emailinfo@jlbainbridge.com
location
1582 Main St, Sarasota, FL 34236

Let's Connect

Let us know how we can get in touch with you!

Your Financial Review

The JL Bainbridge team's group portrait in their boardroom. The JL Bainbridge logo appears over the wooden table toward the bottom of the screen.

We've been located in Florida and serving clients here for over four decades. We think an hour with us could change how you think about wealth, retirement, and financial planning. And it all starts with your complimentary JLB Financial Review.

Topics We Can Cover

  • cashflow assessment
  • IRA/401k review
  • retirement forecast
  • account titling review
  • portfolio assessment
  • estate/wills/trust review
  • Medicare briefing
  • real estate overview
  • market briefing
  • intro to family wealth
  • The JLB Promise
  • introduction to JLB's exclusive yourFuturesm Planning Process

What You Can Expect

You can plan on spending an hour with one of our family wealth advisors. By the way, we don’t sell any commission-based products such as life insurance or annuities. We are a fee-only advisor.

JLB's complimentary consultations are made on a first-come, first-served basis. Please call us to reserve a meeting with a Family Wealth Advisor.

(941) 365-3435
(800) 899-5171

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