Our Story
Helping You Navigate Life’s Financial Journey
Our purpose is to help you simplify your life, plan your financial journey, and reach your destination – whether you want to preserve your estate, ensure the continuation of your business, minimize taxes, plan for retirement, or create an employee and executive benefit program to attract and retain your best employees.
While you may see your destination, the steps for getting there are often less obvious. At NJL&C, we believe that successfully reaching your goals requires knowledgeable advice and a customized plan that manages not only the opportunities, but also the risks that you may encounter.
Objective Advice, Comprehensive Services
NJL&C is independently-owned and is not bound to any one company, product or provider. We guide you according to the priorities you establish and then help you custom tailor and integrate the right strategies and tools for each phase of your financial life.
Through our independent relationships with ValMark, insurance companies and financial institutions, NJL&C has access to some of the top echelon of global resources in our profession. As your planning advocate, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service.
