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

Introducing Sean Lovison CPA, Joining WJL Financial Advisors

Posted by Bill LaChance on Jan 4, 2021

I am using this blog to announce some exciting news. Sean Lovison is joining the firm. I have known Sean for about a year and am excited that he has decided to sign on. Sean is based in Moorestown, in southern New Jersey. Here he introduces himself and talks about why...

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Your Health Insurance Options if Your Coverage is Impacted by the Coronavirus

Posted by Bill LaChance on May 18, 2020

(This blog is essentially a repeat of one I sent last year, but given that so many have lost employer-based health coverage recently I thought it would be timely for those impacted.) When you lose your employer-based coverage you essentially have two options for...

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CARES Act (Coronavirus Aid, Relief, and Economic Security Act)

Posted by Jim Moore on Mar 31, 2020

Provided below is a summary of the CARES Act that was recently signed into lawAct is intended to provide relief to individuals and businesses impacted by the COVID-19 virusEffective date is March 27, 2020 Recovery Rebates Payments will be made to people who qualify...

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