SJL Financial, LLC offers financial planning services such as retirement planning, risk management, college savings, and estate planning. They provide both project-based financial planning for specific needs and ongoing comprehensive financial planning. SJL Financial also offers educational seminars and speaking engagements on general financial topics.
Fee Structure
SJL Financial offers ongoing financial planning for an upfront fee of $2,500 for single clients or $3,500 for couples, plus $500 per quarter. This includes developing, implementing, and monitoring a financial plan, with annual reviews and updates. The fee may be negotiable.
SJL Financial offers project-based financial planning for a fixed fee between $2,500 and $3,500, depending on the complexity and needs of the client. This covers topics like retirement planning, risk management, college savings, and estate planning. The fee is negotiable.
