Jimmy Lee is Founder and CEO of JTL Wealth Partners. He founded JTL Wealth Partners on the belief that everyone is entitled to a financial future that celebrates individuality, creativity, and their own vision of the future. He developed an innovative business model that enables advisors to serve in the clients interest yet keep the process flexible enough to help the advisor maximize individual strengths for various possible outcomes.
Jimmy has been successfully advising high net-worth individuals to help them along their financial path since the early 90's. Using the same humble approach when coaching his fellow advisors, clients enjoy the same consideration when working with Jimmy, who believes that each client is a life that deserves special attention.
Jimmy graduated from the University of Texas at Austin. He holds the Accredited Investment Fiduciary, AIF®, Chartered Mutual Fund Counselor, CMFC® and Certified Wealth Strategist, CWS® designations, as well as the Series 7, Series 66, and General Life, Health, and Annuities licenses.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
|Firm Start Year:||1994|
|States Licensed in:||AL, AZ, AR, CA, CO, CT, DE, FL, IL, IA KS, KY, LA, MD, MI, MN, NV, NM, NY, NC, OK, OR, PA, TX, VA, WA|
|Work with the following types of clients:||Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations|
|Foreign Languages Serviced:||Spanish|
|Advisory Services Provided:||Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Financial Planning for Individuals|
|Investment Types:||Alternative Investments, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Mutual Funds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Office, Our Office, Your Home, Via Email, Via Phone, Our Offices, Video Conference|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||No minimum|
|BBA - Finance||
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
Estate Planning & Trusts
Our goal for your family's financial life is to help simplify the complexity by aligning the important aspects of your wealth with your multi-generational goals. Theres no need to feel burdened just because you have been blessed with the resources and the opportunities that wealth provides. The team at JTL Wealth Partners can work with you and those that are already part of your advisory team to create a planning strategy based on your needs and goals. We can offer resources regarding the following planning strategies as well: Wealth Transfer Planning Asset/Annuity Strategies A/B Trusts and Funding Strategies "A Trust" is also commonly referred to as the "Marital Trust," "QTIP Trust," or "Marital Deduction Trust." "B Trust" is also commonly referred to as the "Bypass Trust," "Credit Shelter Trust," or "Family Trust." Generation Skipping and Dynasty Trusts Lifetime Gifting Strategies/ Direct Gifts to Individuals or Trusts Insurance Policy Evaluations Planning with Family Partnerships Insurance Premium Financing Private Split Dollar Arrangements Special Needs and Discretionary Trusts Spousal Lifetime Access Trusts (SLAT) Grantor Retained Annuity Trusts (GRAT) Sale to an Intentionally Defective Grantor Trusts (SIDGT) Charitable Planning Charitable Giving with Life Insurance Charitable Lead Trusts Charitable Remainder Trusts Net Income with Makeup Charitable Remainder Unitrusts (NIMCRUT) Private Foundations
Tax Planning & Mitigation
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Investment Management & Advice
Investing should be easy just buy low and sell high, but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
For many people seeking financial guidance, we recommend beginning with a Financial Plan. A Financial Plan can be a useful tool as you plan for short- and long-term goals. Just as your life changes over time, your plan can be just as dynamic. A Financial Plan can provide insightful guidance on next steps or allow us to create scenarios from which to make informed decisions. Financial Planning Tax Strategies Budgeting & Debt Management Insurance Management Financial Lifestyle Coaching Investment Management
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