Services
Financial Intake
Review your income, assets, debts, investments, and goals
If you are ready, click here to complete the FINANCIAL INTAKE FORM.
Goal Setting
Once you have a clear idea of what you would like to accomplish, you will feel more confident moving forward. This can include retirement, education, legacy, estate planning, and tax planning.
Debt Repayment
Discuss different strategies to reduce your debt. Whether it is credit cards, student loans, car loans, or a mortgage, we can find the best path forward for you.
Financial Assessment
Two weeks after your intake call, I will review your information and present a plan based on your goals.
Retirement Review
Review of your retirement plans and goals to figure out what is best for you whether that means to never work again, work part time for a few years, or working a second career.
NJ Pension Issues
Do you see something wrong with your pension status in MBOS? Do you need assistance with purchasing of service credit? Is your pension tier incorrectly assigned?
NJ Pension Education
Discuss your New Jersey pension situation and answer any questions or concerns you may have. The includes but is not limited to the situation for your tier and death benefits for your loved ones while working and in retirement.
Investing Education
Identify the best soltuions for you based on your goals whether you want to grow your retirement, pay for college, or buy a second home.
Estate Planning
Do you have a will? A power of attorney? A healthcare directive? I can refer you to one of my partners to help you with all of it.