JL ALOOF FINANCIAL SERVICES

“Our Focus is Our Clients – Our Focus is Your Future”

JL Aloof Financial Services is a boutique Independent Financial Advisory practice.  We are dedicated to providing quality investment advice and exceptional service to individual and corporate clients.  We specialize in working with our clients in all areas of retirement planning and wealth management.

Our primary objective is to build long-term client relationships; and, because of this, the majority of our clients have been with us for many years.  Our loyalty to each other ensures that we can remain dedicated to meeting their financial needs. We have over 30 years’ experience in the financial industry and are proud of our client retention.

Your personal finances are more than numbers and charts; they’re about your life and your goals.  We aim to simplify the complex and work with you to make the most effective use of your assets.

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Newsletters
  • For Women, a Pay Gap Could Lead to a Retirement Gap
    Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages,
  • Life Is for the Living, and So Is Life Insurance
    Life can be busy. The requirements of work and family often leave little time to step back and think about where you've been and where you're heading. But as
  • Medicare and Your Employer Health Plan
    If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer's group health plan. When you're eligible for
  • How do economists measure inflation, and why does it matter to investors?
    The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a 2% target. The FOMC's preferred measure of inflation
  • How do TIPS help fight inflation?
    One way to help protect your portfolio against a sudden spike in inflation is by investing in Treasury Inflation-Protected Securities (TIPS).
    
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Securities & investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor. JL Aloof Financial Services, LLC is not affiliated with Royal Alliance Associates, Inc. or registered as broker-dealers or investment advisor.

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, IL, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, RI, and SC. No offers may be made or accepted from any resident outside the specific state(s) referenced.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DE, FL, MD, MA, MN, NH, NJ, NY, NC, PA and RI. No offers may be made or accepted from any resident outside the specific states referenced.