JCL Solutions Group, LLC

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. whether it's reviewing your client's existing insurance portfolio or implementing new coverage, we strive to be a trusted resource. most insurance agents just sell the product and are neither seen nor heard from again. jclsg is here for the whole life cycle - from implementing to ongoing maintenance to hands-on assistance at claim time.