About Us |
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Jorge L. Tola | Retirement Consultant
At Retirement Solutions 4U we bring protection and peace of mind because Jorge understands what clients are looking for because Jorge and his team can solve client's financial dilemma of protecting their assets.
We have been helping hundreds of clients retire with peace of mind for many years. although we work with all private companies and their employees, our experience is with state and federal employees and making sure their retirement savings are secure and risk-free by meeting their retirement income goals. We've met great individuals and their families and because of the work we do for them, they’re happy to call us friends. We truly feel that it's in our client's best interest, that they have a sure thing versus a maybe! By making sure we provide clients with INcome, NOT IFcome, that will last in perpetuity for as long as the client and their spouse lives. Because of our financial background, we can also provide services for our clients with insurance, mortgage protection, annuity services, life insurance, living benefits, long-term care, and guarantee retirement income. We are working hard to provide our clients with much-needed peace of mind, by providing certainty! Jorge has been in the financial services industry since 1988 where he began his career after college in the state of California. He worked his business and cared for his two small children ages two and three years old as a single father and still managed to work hard and developed a large book of clients. In 1998 Jorge moved back to his homes state of Florida, where he met his current wife and started a new family, and had two additional children. Jorge started JLT & Associates, Inc. in 1996 and then in 2016, it became JLT Financial Services Inc. DBA: Retirement Solutions 4U. Jorge has been licensed in the state of Florida since 2002 and also licensed in the following states: Arizona, California, Georgia, Idaho, Massachusetts, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and in the state of Washington. When you become a new client with a minimum of $150,000. of investable assets, we will provide you with a Professional Financial Leather Binder, at no cost to you! We will personalize this for you so you can keep your important financial documents together in one place. |
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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
If you are saving money for retirement, and you are at all concerned about the safety of your money, watch this video to learn how you can be guaranteed to save, grow, and protect your money against investment losses, economic downturns, and excessive management fees.
Are you interested in triple compound interest? Watch this short video to learn how interest and tax rates effect your account value, as well as how long it takes to double your money.
We Love To Meet New People!
Contact Us
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MAIN OFFICE
9100 Conroy Windermere Rd Suite 200 Windermere, FL. 34786 |
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EMAIL
[email protected] |
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CALL US
(888) 218-0324 |
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Testimonials
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