Broker Check

Wealth Management Services

Individuals & Families

At Jonlyn & Associates Wealth Management, we take pride in helping individuals and families work to achieve their own personal goals and dreams. The understanding that your situation is unique is critical in helping you build your road map to success. 

The following is a summary of some of the products and services that are available to our clients.

  • Investments
    • IRA (Traditional, Roth, SEP, Simple)
    • Mutual Funds 
    • Education Funding
    • Annuities (Variable, Fixed)
  • Insurance
    • Life Insurance
    • Disability Income
    • Long Term Care
    • Variable Life
  • Tax Preparation
    • Individual Tax
    • Estate, Trust & Gift Tax Tax Services
    • Tax Preservation Strategy
    • Tax Planning
    • Tax Problem Resolution
  • Financial Services
    • Insurance & Financial Reviews
    • Estate Planning
    • Employment Transitioning
    • Retirement Planning
    • Employee Benefit Reviews
    • Investment Strategies


We offer the following services:

  • Tax Related
    • Startup Business Consultation
    • Corporate/Partnership Tax Preparation 
    • Payroll
    • IRS Tax Audit Representation
    • S vs C vs LLC Corporation Analysis
  • Financial Services
    • Retirement and Pension Plans
    • Executive Bonus Plans
    • Disability and Life Insurance

  • Management Consulting Services
    • Acquisition Review and Due Diligence
    • Interim/Part-time CFO or Controller
    • QuickBooks Training
  • Accounting
    • QuickBooks Pro Adviser
    • Financial Statements
      • Audited, Compiled, Reviewed
      • Projected with Budgets
    • Bookkeeping Service
    • Retirement and Pension Plans