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JLM Wealth Strategies Inc
- Insurance
- Dublin, CA
About this business
JLM Wealth Strategies is focused on implementing financial strategies that help individuals and their families avoid taking unnecessary risks while safely growing their net worth.
Location details
11960 Silvergate Dr #102, Dublin, CA, 94568, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I highly recommend John for your whole life policies! I needed some help (education) to help me understand how to approach whole life policies for my retirement. Not only is John is a wealth of information about whole life, he has SO MUCH knowledge and passion about the bigger context of the money and how whole life fits into it. John is also a natural teacher. He takes complex information and explains it in a way that is accessible. I reviewed some of his articles and videos before our call and they were the most clear expl... read more
John is a rare individual in the world of finance. I came to know of him through his podcast and had the even greater pleasure of conversing with him over whole life, infinite banking, and other strategies. What makes John special is that his keen insights are matched by his humility and willingness to serve others with kindness and care. John readily and patiently gave of his time to help me and provided me with crucial guidance. Even more impressive was his generosity in doing so.
Knows how to break it down! And John is flexible - let me call him back 10 minutes after my appointment.
Shortly after diving into The Infinite Banking Concept, I stumbled upon John’s Strategic Whole Life (formerly The Fifth Edition) podcast - which I highly recommend. While I grew very confident in the idea of implementing IBC in my own personal life, I also became very apprehensive about identifying a trusted professional who would not only help guide me in the right direction, but also keep my best interests at heart, as I navigate a very misunderstood industry/strategy. Beyond his deep experience in the Financial Industry (... read more
Frequently asked questions about JLM Wealth Strategies Inc
How is JLM Wealth Strategies Inc rated?
JLM Wealth Strategies Inc has a 5 star rating with 30 reviews.
When is JLM Wealth Strategies Inc open?
JLM Wealth Strategies Inc is open now. It will close at 5:00 p.m.
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