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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Recent Blog Posts

We make personal finance easy to understand

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 Bill LaChance 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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The Child Tax Credit Payment in July May Equal a Bill in April

The Child Tax Credit Payment in July May Equal a Bill in April

Posted by Bill LaChance on Jul 6, 2021

The advanced payments of the enhanced child tax credit are being mailed out this week, so next week you may be standing in your kitchen wondering why you received a check and if you should be spending it. For some parents, including most of the parents reading this...

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Inflation Protection: Real Estate is the Physical Weapon Against the Invisible Killer

Inflation Protection: Real Estate is the Physical Weapon Against the Invisible Killer

Posted by Bill LaChance on Jun 14, 2021

Inflation is a silent killer. It slowly robs investors of their hard-earned wealth through thousands of small latte and burrito price increases. Assets offering inflation protection can help protect investors by providing returns that increase at rates greater than...

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