Plan

Financial Planning is not reserved for the wealthy.

All folks, young and old, families and individuals, working and retired, should focus on building wealth to meet life’s challenges. Today you must approach your finances with care, precision, imagination and discipline. Seek out a Certified Financial Planner™ whose mission is to serve in a fiduciary capacity in coordinating all the pieces of your financial life.

Investment Management

Proper investment planning is key to sound wealth accumulation. As an independent firm, we have the freedom to choose from all financial products available to create a truly customized plan for you. Our access to highly regarded research tools and sophisticated technology allow us to craft a customized portfolio intent on meeting your stated investment goals.

Tax Planning

It is not how much you make; it is how much you keep. Proper tax planning helps assure that Uncle Sam remains a small part of your financial plan.

Insurance

Managing risk is essential to any comprehensive financial plan. Insurance can protect you and your family from catastrophic events such as accidents, premature death, and long term illnesses.

Retirement Planning

Today, longevity is the challenge in planning for retirement. Proper income and heath care planning are essential. It is never too early to start. Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Estate Planning

You have spent you whole life building your wealth. Let’s be sure your legacy is protected through a proper estate plan that reflects your values.

Enewsletters

Tell A Friend

Company Info

Wheeler Professional Park
1 Oak Ridge Road
Building 3 Suite 2W
West Lebanon, NH 03784

Office: (603) 277-9953
Cell: (603) 667-0471
sboyle@sjboylewealthplanning.com

SJ Boyle Wealth Planning, LLC is a registered investment advisor in the state of New Hampshire. We work as a personal financial advisor to families in Hanover New Hampshire and all of New England helping them coordinate every aspect of their financial affairs including their educational, investment, retirement and estate planning. As a Registered Investment Advisor we work in a fiduciary capacity serving their best interests first!

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Copyright © 2019 SJ Boyle Wealth Planning LLC. All rights reserved.