WJL Financial Advisors, LLC

Financial ServicesNew Jersey, United States2-10 Employees

WJL Financial Advisors works primarily with clients in the midst of or contemplating some kind of career transition (job change, second career, early retirement etc.)  I help clients answer questions such as:  What should I do with my 401K?  What cash flow strategies can help during this transition?  When I can I retire?  Can I afford to leave my corporate career behind and do what I really want to do?  How can we best pay for college for our children without jeopardizing our retirement? How should we plan for Long Term Care? 

In addition to creating a financial plan I will work with you to develop a retirement portfolio using low cost index funds designed to allow you to meet your goals while effectively managing your investment risk.  I charge an affordable fee for this service.  For higher net worth clients with meaningful assets in taxable accounts or other complex tax or estate planning needs I offer an annual advisory program that includes financial and estate planning, investment management and tax planning and preparation for a flat annual fee.

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