Life is unpredictable! Financial markets are complex!

True Wealth Financial Life Planning is crucial

I think it essential to work with a financial advisor who can help you to achieve your financial goals. In addition, it is important to select an advisor who truly cares about what is most important to you and understands your needs and aspirations.

I formed Jersey Shore Financial Advisors LLC in 2007 on the principle that our clients’ interests always come first.

Building on this tradition, I am proud to be at the forefront of the pioneering trend of integrating life planning with financial planning.

As your True Wealth Financial Life Planners, we will first of all help you to define and design your unique version of “the rich life.” Within this framework, we will then develop a comprehensive financial plan that aligns with your values and priorities and supports your life goals.

Initial Financial Life Planning Elements

  • Goal identification,

  • Cash flow analysis,

  • Income tax review,

  • Education/Other goal(s) funding,

  • Risk management,

  • Proactive Aging Plan (aka: Retirement)

  • Debt management,

  • Estate planning,

  • Investment risk tolerance assessment,

  • Current portfolio risk and fee analysis

In addition to the initial elements, we also seek to answer the following:

  • What if someone gets sick?

  • What if inflation is higher?

  • What if we claim Social Security later?

  • What if there is a premature death?

  • What if the market goes haywire?

  • What if I downsize my house?

  • What if I want to help my kids or grandkids financially?

  • What if I lose my job?

  • What if I live to 100?

  • What if I need household help?

  • What if <add your own what if?>

"Schedule your Fit Visit" <