OneTeam Financial believes that everyone can benefit from a written holistic financial plan, and we will help you gain clarity about your future by putting all of your financial pieces together.
The process we will walk you through is called the OneTeam Roadmap. We seek first to understand and then to be understood. We will listen and get to know you to understand where you are now and what your goals are. From there, we will work with you to design your comprehensive, holistic financial plan and put it into motion toward reaching your goals. After that, we will continue to monitor and manage your results with proactive reviews and ongoing access to our team of specialists.
Most of our pre-retiree and retired clients care deeply about having enough income in retirement to comfortably support their desired lifestyle. When designing their holistic financial plan, we help protect their future by planning from an income perspective. We use a proprietary approach to income planning called The Bucket Plan® Process, which helps us structure their investments to provide the income they need through each phase of life.
We carefully analyze current savings, health and other circumstances to develop a lifetime income withdrawal strategy that helps protect from the risk of running out of money in their lifetime. Our approach prioritizes their short-, medium- and long-term financial goals to help them understand and feel confident about how much can be taken from their savings each year.
|Firm Start Year:||2020|
|States Licensed in:||NJ, NY, PA, MD, VA, MA|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Insurance|
|I can meet clients in the following ways:||Via email, Via phone, At my office, Video Conference|
|Advisor's Number of Clients:||341|
|Assets Managed by Advisor:||$56,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$25,000|
|Compensation Methods:||Flat Fee, Based on Assets|
|Minimum Fee Charged for Managed Accounts:||$200|
Jeffrey is a leading financial advisor and a Certified Financial Fiduciary. He has been educating clients on personal finance and retirement planning strategies for many years, and provides his clients with accurate, independent, and conflict free advice.
Education is at the core of Jeffreys beliefs when it comes to financial planning. His goal is to educate his clients with transparency, so they understand why and how certain strategies are implemented. He simplifies the complicated areas of finance to easy-to-understand concepts so that his clients feel safe and comfortable with their retirement planning decisions. His experience and familiarity with multiple strategies and techniques within the areas of retirement, investment, annuity, insurance, Social Security/Medicare, tax and estate planning enables him to provide efficient, customized strategies that help clients keep together what has taken them a lifetime to accumulate.
Jeffrey and his wife, Kari, reside in central New Jersey with their two children. He credits his early success to his two hardworking, loving, blue collar parents who helped instill his hard work ethic, determination to succeed, and love for helping others. Outside of spending time with clients and his family, Jeff enjoys an active lifestyle in playing in competitive softball leagues, snowboarding, golfing, and searching for the best slice of pizza in the Tri-state area.
A frequent speaker at professional events and workshops, Jeffrey brings a breadth of experiences and a knack of providing clarity to important and complex topics impacting retirement planning and investment and annuity strategies. As the Chapter Director of the Spring Lake Chapter of the American Financial Education Alliance (AFEA) he continuously informs and educates adults in our communities.