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Tax

As part of our commitment to help create a universe of services around our clients’ financial well-being we recognize that tax and legal services (such as estate planning) play an interlocking part of a holistic life plan.
At WJ Wealth Management we do not hold ourselves out as tax or legal professionals, but we do enjoy working relationships with some that do and whose practices we have experience with and confidence in. You are under no obligation to use the services of theses providers and many choose to use any qualified professional to provide tax/legal services. Tax Planning Services is not affiliated with LPL Financial.