Who We Are

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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Services

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

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FAQ

Our FAQ provides insight into our business and our investing philosophy and other useful information.   

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Contact us for a complimentary initial consultation

Recent Blog Posts

We make personal finance easy to understand

Two Things You MUST Do for Your Finances Before Year-End

Two Things You MUST Do for Your Finances Before Year-End

Posted by Sean Lovison, CFP, CPA on Oct 14, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. Subscribe to our monthly blog: KEY TAKEAWAYS: Taking two important actions can potentially save you thousands of dollars: review your open enrollment options/elections and a...

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Is now a good time to buy an Electric Vehicle?

Is now a good time to buy an Electric Vehicle?

Posted by Sean Lovison, CFP, CPA on Sep 16, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. Subscribe to our monthly blog: KEY TAKEAWAYS: The availability of new cars due to supply issues is at a record low while demand is high due to increased discretionary funds,...

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Why It Is Risky to Plan on Being in a Corporate Job Past Age 50

Why It Is Risky to Plan on Being in a Corporate Job Past Age 50

Posted by Sean Lovison, CFP, CPA on Aug 10, 2021

  WJL Financial Advisors is a firm of finance professionals who left the corporate world, some by choice, some not by choice, but all due to the changing whims of modern Corporate America. These whims, sometimes called “restructurings” or “changes in...

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