Key Financial Solutions, Fee-Only Financial Planning and Investment Management in New Jersey

Welcome

Key Financial Solutions is a fee-only Wealth Management and Financial Planning firm which provides unbiased financial advice for a select group of individuals, trusts and corporate retirement plans.

We Provide Needed Clarity

As a consumer, you are constantly being bombarded with confusing, often misleading, messages about investment opportunities and financial planning. At best, the quality of the information found in financial magazines and seen on television shows is mixed. “Experts” generally make predictions about the future of the markets that are contradictory to the other so-called “experts.”

The title “Financial Advisor” is commonly used by individuals who are nothing more than product salespeople, who provide very little in the way of actual (useful) advice. They may have divided loyalties and conflicts of interest.

It’s natural, then, for you to be overwhelmed by the information available, frustrated by the conflicting advice, and distrustful of those who claim to know the answers.

Objective Advice

As fee-only financial planners, we are compensated by, and work solely for, our clients. We sell no financial products, and we receive no commissions or third-party compensation. Our fees are completely transparent. You needn’t worry about hidden agendas or conflicts of interest, because we have none.

We focus only on your goals and address all aspects of your financial life.

Financial Planning

Sound financial planning creates confidence. We start with your vision, clarify your goals and customize solutions that will use your money wisely and effectively. We integrate investment consulting with tax planning, asset protection, retirement planning, estate planning and charitable giving.

We combine expert financial planning with experienced investment management to develop an investment portfolio appropriate to your unique situation.

Investment Management

Our investment approach is not based on speculation. We firmly believe, and history has proven this out, that the most successful long-term investment strategy is a well-diversified, buy-and-hold approach. Using low-cost institutional mutual funds, we implement a customized investment solution portfolio specifically designed for you. We monitor the portfolio regularly, and will provide you with a report on your portfolio’s performance each quarter.

Getting Started

We hope that you have found the information contained within this website helpful. If you have any questions about Key Financial Solutions and the services we provide, or would like assistance with planning your financial future, please call (800) 840-0718 or e-mail rstreit@keyfeeonly.com

eNews & Updates

Recent Additions

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