We are Trusted | Collaborative | Proactive

A hands-on, relational insurance experience for fee-only RIAs seeking to deliver maximum value to their clients

Our Services Get Started
We Do Things Differently

The Financial Foundation

Risk management planning can be a cornerstone piece to the foundation on which you build your clients’ financial plan. However, it’s all too often that fee-only Registered Investment Advisors (RIAs) and family businesses are subjected to the bias of insurance agents pushing products to look out for their own bottom line rather than the needs of the client.

As an advisor, you know what your clients want: an experience that’s hands-on, ongoing and highly relational. You also know that providing personalized experience can be difficult, especially when dealing with an insurance industry that is more transactional than relational.

The Financial Foundation

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A Trusted Resource

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The Custom Fit

At JCLSG, we understand no two clients are the same … that’s why we don’t ever push a particular product, strategy or angle. Whether it’s supplying content from behind the …