Welcome to JRL Financial Group. As an independent, full-service financial services firm, we provide investment, insurance, and planning solutions for business owners, executives, and families throughout North Carolina. Our unique business model attempts to minimize our clients’ taxes and risks – all by using the most modern financial tools and techniques.
By bringing Fortune 500 level strategies to North Carolina businesses and families, we do what you wish your accountant, investment adviser, and insurance broker would do, all wrapped into one.
Some examples of the services we provide include:
- Tax-Reduction and Investment Strategies
- Executive Bonus and Non-Qualified Deferred Compensation solutions
- Group Retirement Plans
- Endowment-style Asset Management
- Full-scale insurance and 401k audit services
- Long-term strategic planning services to grow, protect, and transfer wealth
- Comprehensive group / individual insurance planning, including life, disability, and long-term care insurance
Most importantly, our goal is to make your financial planning simple and comfortable.
Specialties: We specialize in high-end planning for business owners (tax reduction strategies, specialized retirement planning, group benefits, etc), as well the most advanced investment planning available today for both individuals and institutions.
Look through the site for more information and please feel free to e-mail us at firstname.lastname@example.org or call us at 919-576-0609 with any questions.