Offering financial service such as life insurance, Auunity, long term care, Obama care, Medicare, 401K, IRA, ROTH IRA, Health Insurance, Disability Income Insurance, Retirement Planning in Georgia, Alabama, and North Carolina
We offer a comprehensive suite of financial services to help you secure your future and protect your loved ones. Our services include life insurance to provide financial support for your beneficiaries, annuities for steady retirement income, and long-term care insurance for extended care needs. We also assist with health insurance under the Affordable Care Act (Obamacare) and Medicare planning. Additionally, we provide guidance on retirement accounts like 401(k), IRA, and Roth IRA, along with disability income insurance. Serving Georgia, Alabama, and North Carolina, our expert team is dedicated to personalized financial planning and support to meet your individual needs.

Our Financial Services: Tailored Solutions for Your Needs

At JYL Financial Group, we offer a range of specialized services designed to address your unique financial goals. Here’s an overview of how we can assist you:


Retirement Planning: We help you build a secure future by navigating the complexities of retirement accounts such as Social Security, 401(k) plans, IRAs, and more. Our approach involves creating a customized plan that aligns with your risk tolerance, income needs, and retirement aspirations.



Healthcare Planning: Selecting the right health insurance can be challenging. We simplify this by evaluating various options, helping you choose the most suitable plan, and exploring strategies to maximize your coverage while managing costs effectively.


Risk Management: Life’s unpredictability can impact your financial stability. We identify potential risks such as disability or early death and develop strategies to protect you, including life insurance and disability insurance solutions.



Estate Planning: Proper estate planning ensures your assets are distributed according to your wishes. We guide you through creating a will, setting up power of attorney, and making informed decisions about beneficiaries to ensure your estate plan is comprehensive and aligned with your goals.


Business Financial Planning: For entrepreneurs and business owners, we offer financial strategies to support your business objectives. This includes assistance with budgeting, cash flow management, and planning for employee retirement benefits.


Education Funding: Planning for your child’s education is a significant endeavor. We help you explore and implement various savings options like 529 plans and Coverdell Education Savings Accounts to ensure you’re prepared for future educational expenses.