Planning
It’s never too late — or too early — to form a plan. With no guiding light, how do you know whether you’re on course or whether it may be time to make important adjustments?
Coordinated Financial Solutions
I provide goal-based financial solutions based on your concerns and priorities. This coordinated strategy includes forming financial goals and identifying issues; customizing and implementing a solution; assembling a team of financial advisors and legal experts; and monitoring the results to stay current with personal and market changes.
Areas of Planning
While investing is certainly an important area (and my particular expertise), other financial topics may be of interest to you:
- insurance analysis
- retirement planning
- college funding
- estate planning
- mortgage financing
- 401(k), 403(b) and IRA investments
- Roth IRA conversions
No Hidden Agendas
I receive no commissions or referral fees for recommendations. My compensation comes solely from my valued clients – no third party commissions, bonuses, or free trips. My only goal is your financial success.
Costs for Projects
Your fee for a project will vary depending on the complexity of your planning needs and is quoted before you engage my services. Your costs will not exceed the estimate, and if I complete the work faster than expected, the charge will be reduced accordingly.
My services are $250 per hour for stand-alone financial planning assignments. A typical assignment takes from 10 to 15 hours.
Call (973) 243-2036 to learn how you can achieve a brighter financial future.