wiseradvisor

Sally Boyle, CFP®, ChFC®, CLU®, CDFA®
SJ Boyle Wealth Planning LLC

Tel: 603-277-9953
45 Lyme Road Suite 204A
Hanover, NH 03755

Where are you going? Is your wealth taking you there?

SJ Boyle Wealth Planning LLC | Financial Advisor in Hanover ,NH

About SJ Boyle Wealth Planning LLC

Money is never the goal. Money enables the goal. It is important to uncover what matters to you beyond the money. What are the people, places and things that you love? They need to factor into your wealth planning. If that sounds different than your typical wealth-planning conversation, that's because Sally J. Boyle Wealth Planning is not your typical financial management firm. You're not like everyone else. Shouldn't your planning reflect your uniqueness? It's about more than just managing investments. It's about looking at the whole financial picture where you are, where you want to be, and how to get there. Your plan is all about you and where you want to go in the short term, the long term, and the points in between. That's why we need to have conversations. Navigating to wherever you want to be happens not by accident, but with purpose and intent. We partner with industry and technology leaders in both financial planning and investment management. Our portfolios are geared for optimal returns through diversification, automatic rebalancing, and lower fees. Estate planning matters regardless of your income. It protects your hard-earned wealth. Beyond simply writing a will or executing a trust, estate planning is controlling your legacy efficiently, privately and personally. Why is money important to you? That might seem like an odd question. But it's where this journey should begin. Do you believe that financial management is about a one-dimensional plan for investing and retirement? If so, you're not alone. Getting to a dimensional plan with depth and destination requires questions. That means asking things like, Why is money important to you? The conversations we have provide a better understanding of your values and belief systems. We believe In Values-Based Planning. A logical extension of that is our approach to investing, which is also values-based. When you decide to become a client, I build a well researched portfolio. That research considers impact investing, with a focus on environmental, social and governance criteria. Additionally, that investment approach is sustainable. Living at today's speed of life, it's easy to avoid sorting out what matters to us. But I believe that every day, we are creating our future. We're committed to helping you build your tomorrow with purpose, intent and consciousness.


General Information

Firm Start Year:   2015
No.of Employees:   2-4
Gender:   Female
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   NH
Number of Years with Current Firm:   6
Work Experience:   Principal SJ Boyle Wealth Planning LLC January 2011 to Present

Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.

Financial Advisor October 2007- December 2010 Morgan Stanley Smith Barney

Working at Smith Barney was an excellent introduction to the investment world. Smith Barney's focus was the client.

Financial Advisor June 2004- September 2007 Chittenden Securities

Financial Adviser January 1983- July 1994 Cigna Individual Financial Services

"Serve First and the pay will take care of itself." I've never forgotten their motto. I provided fee based planning to individual business owners and key executives concerning their personal estate and business succession planning. Executive benefits was a sub specialty.
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting


Services

Investment Types:   Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, Via Phone, Via Email, Video Conference, At your office


Firm Information

Firm's Number of Clients:   92
Firm's Number of Planning Clients:   30
Firm's Number of Managed Clients:   62
Assets Managed by Firm:   30,000,000
Advisor's Number of Clients:   92
Advisor's Number of Planning Clients:   30


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000


Education

BSBA - Business Administration  West Virginia University - Morgantown W.VA
091972-061976

CFP Designation - Financial Planning  A Kaplan Company - Centennial, Colorado
2011-2012



Sally Boyle

Sally Boyle

CFP®, ChFC®, CLU®, CDFA®

For 30 years, Sally has been working with individuals and business owners, providing financial planning and business succession advice.In 2010, Sally earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Sally is also well-versed in how real life can impact wealth planning. Once upon a time, she found herself in a protracted, 3-year-long litigated divorce. Since then, Sally has devoted herself to a holistic approach to financial management. A portion of her time as an advisor is dedicated to working with the financial side of divorce for couples who want to collaborate in the transition and come out ahead. She does this as a Certified Divorce Financial Planner at The Better Half. www.betterhalfdivorcefinancial.com

My Services

Financial Planning for Individuals

You have priorities in your life, from personal to social. Now more than ever, investors like you are concerned about their investments. They want to know where their money is going and what its doing. In our conversations, we discuss developing a plan for your money that accounts for the who, what, and when of your priorities.


Financial Advice & Consulting

You have priorities in your life, from personal to social. Now more than ever, investors like you are concerned about their investments. They want to know where their money is going and what its doing. In our conversations, we discuss developing a plan for your money that accounts for the who, what, and when of your priorities.


Wealth Management

You have priorities in your life, from personal to social. Now more than ever, investors like you are concerned about their investments. They want to know where their money is going and what its doing. In our conversations, we discuss developing a plan for your money that accounts for the who, what, and when of your priorities.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

New England region Massachusetts New Hampshire
Vermont and Maine

Compensation Arrangements

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