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Guided By Integrity

WJ Interests, LLC has provided fee-only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is in your best interest, based on your financial needs and goals. When you succeed, we succeed.

The Benefits of Having a Certified Financial Planner™ – Work With the Highest Standard

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

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  • Want to better manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event