JFL Total Wealth Management is a wealth management, financial planning, and financial advisory firm located in Boonton, New Jesey. It is led by Jerry Lynch who is a CFP® professional and has been a practicing financial advisor for almost 30 years. Jerry is supported by a team of advisors and client service associates to help provide top level service to all clients.
Jerry is utilized frequently by the media for his financial expertise. He has appeared on CNBC, Fox News, The Big Idea with Donnie Deutsch, and On the Money, among others.
JFL Total Wealth Management is an independent, investment advisory firm that acts as a fiduciary for their clients; meaning the clients’ best interests come before the firm’s and any of its staff.
JFL Total Wealth Management is dedicated to providing total wealth management, a complete look at your financial picture, without leaving out the essentials. By walking with you every step of the way, we hope to build a solid foundation for your financial future.
-Jerry Lynch, CFP CLU ChFC, President and Founder of JFL Total Wealth Management Inc.
Financial planning is not about financial products, it is developing a financial plan that works in a variety of different situations. Once we develop a plan that you feel comfortable with, we then look for the products that make the plan work. Our strategy is sound, tactical, and realistic. We do not start a plan with financial products, we start with you!
Our experienced team of professionals fully evaluates your financial situation to prepare personal and custom financial solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation.
We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of everything from economic news to appropriate tax law, estate planning rule updates, retirement saving conversion changes, and any other relevant financial news that we think you should be aware of.
Essentially, we use a "hands on" approach to financial guidance. Not only are our team members knowledgeable, but our staff truly cares about making your dreams a reality. We keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
If you would like to experience the JFL Total Wealth Management Vision and Strategy, we would love to meet with you. Remember, even if you already have a financial advisor, a second opinion never hurts. Feel free to contact us using the form or call our office at (973) 439-1190.