.png)
Your partner in turning years of hard-earned savings into a retirement you’re excited about
Click to read more
.png)
For 30 years, I've been working with individuals and families providing in-depth financial advice
Click to read more
Helping retirement savers reduce taxes, maximize retirement income, and protect their wealth
Click to read more
I make sure that your planning is coordinated with your investments, coordinate it with your other advisors, and assure that it stays on track.
Get Your Retirement Questions Answered →
Tax-Efficient Income
Turn your savings into steady, reliable income while keeping more of it in your pocket. From planning smart withdrawal strategies to coordinating Social Security, pensions, and investment accounts, we look for ways to reduce unnecessary taxes and stretch your retirement dollars further.
Optimized Investments
Your portfolio should support your goals, not add confusion. We build and manage an investment strategy that matches your timeline, comfort level, and retirement needs. With thoughtful diversification, ongoing monitoring, and tax-aware adjustments, we keep your money working efficiently for you.
Legacy Assured
We help you create a clear plan for what happens to your wealth when you’re gone. From organizing accounts to coordinating with your estate attorney, we make sure your wishes are documented, your loved ones are protected, and your legacy is passed on with as little stress and tax burden as possible.
.png)
"We’ve been clients for over 10 years, and working with SJ Boyle Wealth Planning has been an excellent experience from the start. She is professional, proactive, and truly detail-oriented. I always appreciate how clearly she explains things — she makes everything easy to understand and never leaves us with unanswered questions. Most importantly, she is someone we trust completely."
"Sally and her team have been instrumental in helping me organize my finances and plan for the future. I have learned so much and gained peace of mind with my plan which has alleviated a lot of stress. Their personal approach, patience and expertise are invaluable. Worth every penny!"
Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Click Here to See More