LJR Financial

LJR Financial

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We aspire to create a personalized experience for each client by offering holistic goals based planning tailored to each client's wealth management needs.

Join Me for a Live Fraud Prevention Webinar 11/03/2026

Last call to register. Hope to see you there.
Join us for our first live webinar for a practical conversation around spotting scams and protecting yourself from fraud.

Join Me for a Live Fraud Prevention Webinar Email from LJR Financial Practical tips to help you spot scams and protect yourself.   Click Here to Register Join us for our first live webinar for a practical conversation around spotting scams and

Join Me for a Live Fraud Prevention Webinar 11/02/2026

Join us for our first live webinar for a practical conversation around spotting scams and protecting yourself from fraud.

Join Me for a Live Fraud Prevention Webinar Email from LJR Financial Practical tips to help you spot scams and protect yourself.   Click Here to Register Join us for our first live webinar for a practical conversation around spotting scams and

14/05/2025
Dog Bites Neighbor. Now What? 26/09/2024

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Grantor Retained Annuity Trusts (GRATs) 25/09/2024

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

23/09/2024

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Just a moment...

Will Power 19/09/2024

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Life Insurance Myths: Debunked 18/09/2024

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Put It in a Letter 16/09/2024

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

12/09/2024

Here are a few key factors to consider when naming an executor for your estate.

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Want your business to be the top-listed Accountant?

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00