JLW offers a holistic approach to business, personal and financial planning. Together with our clients, we look at the big picture.

      86%
      86% of business owners agree that an exit strategy is important.
    

      80%
      And yet, 80% have no formal transition team,
    

      79%
      79% have no written transition plan,
    

      69%
      and 69% don't know their exit options...
    

Source – 2017 Exit Planning Institute LA State of Owner Readiness Survey

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JLW Financial & Insurance Services offers a holistic approach to personal, business and financial planning.