JLT Financial Services logo

About Us

About Jorge L. Tola

Meet Jorge L. Tola, a dedicated financial advisor with over 37 years of experience helping retirees and near-retirees achieve financial security. Jorge’s commitment to personalized service and deep understanding of financial strategies make him a trusted guide for those seeking a worry-free retirement.

Background

Jorge grew up in New York City before moving to Miami, where he began his journey into the financial services field. Over the years, he has received numerous awards for his achievements and dedication to his clients, including top accolades in retirement and insurance planning. With a passion for lifelong learning, Jorge continually refines his expertise to provide innovative and reliable solutions.

Our Values

Jorge’s approach is shaped by his faith, family, and patriotism. He believes in fostering relationships built on trust, transparency, and shared goals. His clients value his approachable demeanor and unwavering commitment to their success.

Our Approach: 7 Steps to Financial Freedom

At our company, we follow a simple yet effective 7-step process to guide our clients toward financial security and peace of mind. Each step is designed to prioritize your goals, reduce risks, and create lasting results.

Discovery Meeting

We get to know your financial goals, concerns, and dreams to build a tailored strategy.

Current Financial Analysis

We review your existing savings, investments, and income sources to assess your current position.

Risk Assessment

Together, we identify potential risks, such as market volatility or rising taxes, that could impact your retirement.

Goal Setting

We define short-term and long-term financial goals to create a clear path forward.

Strategy Design

Our team develops a personalized plan that aligns with your goals, emphasizing tax efficiency and risk management.

Plan Implementation

We put your plan into action, coordinating all aspects to ensure a seamless experience.

Ongoing Support

Through regular reviews and adjustments, we stay with you every step of the way to keep your finances on track.

Providing Certainty In An Uncertain World

Frequently Asked Questions

  • What services do you offer?

    We specialize in financial planning in Florida and retirement planning for seniors, focusing on strategies to maximize wealth, reduce taxes, and ensure long-term financial stability.


  • How do you help with retirement planning?

    We provide easy retirement planning tips and personalized strategies to optimize Social Security, create tax-efficient income, and navigate retirement savings plans in Florida.


  • Why should I work with you?

    With over 37 years of experience, Jorge has helped thousands of clients achieve financial peace of mind. As one of the top financial planners for retirees, we prioritize your unique goals with proven, personalized solutions.


  • What is the U-RIP strategy?

    The U-RIP strategy offers a tax-efficient alternative to traditional retirement plans, reducing market risk while growing your savings. It’s perfect for retirees seeking stability and untaxed retirement income.


  • How do you ensure my investments are secure?

    Our approach focuses on investment strategies for retirees that prioritize low-risk, tax-efficient growth, so you can enjoy retirement without worrying about market fluctuations.


  • Can you help me manage Social Security benefits?

    Yes, we provide a Social Security benefits guide to help you maximize your income and make the most of your benefits.


  • Do you assist with long-term care planning?

    Absolutely. We offer personalized advice on long-term care planning to ensure your healthcare needs are covered while protecting your assets.


  • Are your services affordable?

    Yes, we specialize in offering affordable financial services for retirees, tailoring our plans to suit your budget and goals.


Share by: