We help our clients develop a financial roadmap. Are you changing jobs? Thinking about a second career? Planning for retirement? We will help you navigate these transitions.

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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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Recent Blog Posts

We make personal finance easy to understand

Introducing Jim Moore who will be joining WJL Financial Advisors

Posted by Bill LaChance on Oct 11, 2017

I am using this blog to announce some exciting news. Jim Moore will be joining my firm. Below he’ll introduce himself and talk a bit about why he chose this path. Jim and I were co-workers back in my public accounting days and like me spent many years in corporate...

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Why You Should Consider Purchasing Disability Insurance to Supplement Your Employer-Provided Coverage

Posted by Bill LaChance on Jul 27, 2017

Disability coverage is designed to replace income lost during your working years in the event you become disabled and cannot perform the duties of your job. Most policies will pay benefits until age 65. Typically, employers that provide employee benefits offer...

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Do Annuities Ever Make Sense in a Retirement Portfolio?

Posted by Bill LaChance on May 29, 2017

Annuities are an underutilized tool in retirement planning—according recent academic research. The value of an annuity is that you receive a steady stream of income for the rest of your life, and in certain instances the cash received will exceed the amount that can...

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