About Us |
Jorge L. Tola | Retirement Consultant
At Retirement Solutions 4U & JLT Financial Services, we bring protection and peace of mind to our clients because we understand what clients are looking for, because we can solve their financial dilemma.
We have helped hundreds of clients retire well because we treat each individual client like family. It's in our client's best interest that they have a sure thing versus a maybe, when it come to income and clients are ready to take distributions, we make sure that their income is guarantee forever! When someone becomes our client, we provide them with a Professional Financial Binder that is personalized, where they can keep their important financial documents. We also provide services for protecting client’s insurance needs like; mortgage protection, annuity services, life insurance, final expense, long term care, and retirement protection. We're always working hard to give our clients peace of mind, by providing certainty in an uncertain world. We have been in business since 1988 and licensed in the state of Florida since 2002 we're also licensed in the states of: Massachusetts, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Media
Retirement Saving Without Investment Losses
Watch this video to learn how you can be guaranteed to save. |
We Love To Meet New People!