Frequently Asked Questions
RJL Financial provides personal, tailored management services focusing on the four priorities in planning: income, investment, tax, and legacy. We’ll help you plan your financial future so you can easily navigate life’s transitions.
Our clients are approaching retirement and have accumulated a minimum of $500k in assets under management, excluding real estate. This financial foundation is required in order to serve you best.
Technology enables us to work with people all over the country.
Our services are priced based on a fee calculated from a percentage of assets you hold with us. The financial planning services we provide to you and your family are combined with the fee that comes out of your assets on a quarterly basis. On average, our fee is about 1% for financial and asset planning.
Our clients are approaching retirement and have accumulated a minimum of $750k in income and assets, excluding real estate. This financial foundation is required in order to serve you best.
When you hire RJL, you will work directly with founder and principal Gerard (Jerry) Clark. He has helped residents of New Jersey and beyond successfully retire for two decades. He believes that with proper planning, you should be able to maintain, and in some cases elevate, your lifestyle throughout your retirement years.
You need to make sure your assets are on a multi-asset class and diversified portfolio according to your needs. With your planner, you will discover your family’s benchmark, and we will design a plan that fits the risk and growth needed to satisfy your financial goals.
Schedule a Financial Certainty Consultation! There is no cost or obligation for this consultation. It is a brief 45-minute appointment, as we want to provide value while also respecting your time. You will walk away with answers to the biggest questions we hear from clients. Together, we’ll identify how much retirement income you need and discuss what it will take to create a plan that ensures your income will last your lifetime.