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: Georgia, Idaho, Massachusetts, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, 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.