Broker Check

Alternative Investing to Build and Grow Wealth & Income

As part of our commitment to comprehensive planning, we provide clients with a dynamic approach to real estate investment, assisting clients with selecting and purchasing investment properties.

This was established at the request of our clients to help them in understanding the fundamentals in real estate investing, to help them in making offers on properties, and to set up a reliable management system for running the property. Rather than selling properties, we assist you in the process of making effective long-term decisions.

Jerry Lynch has been a real estate investor for over 30 years. He currently owns commercial, industrial, and residential properties as part of his overall personal financial plan. JFL Realty manages all these properties, and the programs that we have in place for our properties are available to our clients as well.

Because real estate investing is a part of the total financial picture, this consulting program is available exclusively to clients of JFL Total Wealth Management. While it offers many advantages, it also carries significant risks. Unless we understand your entire financial picture (especially with liquidity), we cannot make recommendations that are truly appropriate for your situation.

The focus of this program is not to make you a real estate tycoon, but rather to establish a way that you can generate predictable income streams, diversify your income, and take advantage of the many tax benefits associated with real estate investing. It is not a get rich quick program, but rather a long-term investment strategy that works with your existing assets as part of a comprehensive investment portfolio. With this program, we will work with your existing advisors (attorneys, accountants or CPAs, mortgage and insurance professionals, and realtors) to create a plan that works for you. If you do not have existing advisors, we’re happy to make recommendations and referrals to trusted professionals who also have their clients’ best interests at heart.

If you currently own real estate and need some guidance, or are interested in learning if real estate investing is right for you, please contact us to schedule an appointment in our New Jersey office to discuss becoming a JFL Total Wealth Management client.

Disclosure: Be advised that investments in real estate have various risks including possible lack of liquidity and devaluation based on adverse economic and regulatory changes. As a result, the values of real estate may fluctuate resulting in the value at sale being more or less than the original price paid.

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