Sally Boyle
Financial Planner | Turning “one day” into “day one” of a retirement you love. Helping you fund your hobbies so your spouse doesn’t have to.
- Role
- Principal at Sj Boyle Wealth Planning Llc
- Location
- Hanover, NH, US
- LinkedIn followers
- 500 followers
About Sally Boyle
Let’s be honest: You didn’t work this hard for 30+ years just to retire and spend all your time worrying about tax brackets. You worked hard so you could finally perfect your swing, travel to the places on your bucket list, or buy that over-engineered gadget you’ve had your eye on. But a \"great retirement\" doesn\'t happen by accident—it takes a level of precision that goes beyond a basic spreadsheet.I specialize in helping retirement savers (ages 50+) with $1MM+ in assets navigate the \"Big Three\" of wealth preservation:Tax Efficiency: Keeping the IRS out of your hobby fund by lowering your lifetime tax bill.Income Optimization: Ensuring your nest egg provides a \"paycheck\" that lasts as long as you do.Legacy Design: Structuring your estate so your impact continues long after the 18th hole.Why work with me? Because navigating today’s financial landscape takes more than just a plan—it takes a partner who handles the complex stuff (tax laws, market volatility, and estate planning) so you can focus on what actually matters.Think of me as your financial caddy: I’ll handle the yardage and club selection; you just worry about the follow-through.Ready to build a retirement you actually enjoy? Let’s connect:
Experience
Principal
Jan 2011 — Present · Hanover, NH, US
Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.
Education
College for Financial Planning
CFP Designation
2011 — 2012
West Virginia University
B.S., Business Administration Accounting Minor
1972 — 1976
The American College of Financial Services
Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Financial Planning, Insurance and Investments
1986 — 1987
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