This firm was started to give people a practical way to know exactly what had to be done at key points
over time to succeed financially.
Our flexible approach ensures there is nothing standing between you and a clear plan of action well
executed over time. We give you the versatility to choose how we work together and stay in control
of your total financial picture with access to fiduciary advice.
We created a way for you to easily understand more about your situation and stay on track to success
for the long term. We simplify the abstract concepts of planning into simple concrete steps that
summarize how acting now will improve financial outcomes tomorrow.
With us, you can access top tier planning and experienced fiduciary guidance without pressure to move
your accounts or say "yes".
General Information |
| Firm Start Year: | 2002 | |
| No.of Employees: | 2-4 | |
| States Licensed in: | NJ, NY, PA, SC |
| I work with the following types of clients: | Individual Investors, Businesses |
Services |
| Investment Types: | Insurance, Stocks, Separately Managed Accounts, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Annuities, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via Email, At my office, At your home, Video Conference, Via Phone, At your office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Long Term Care, Variable Annuity, Health, Annuity |
| Non-Financial Organization Memberships: | Mensa International |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | 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 |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250000 |
| Compensation Methods: | Based on Assets |
| Bachelor of Science |
William Paterson University - Wayne, New Jersey
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| Associate of Applied Science |
DeVry University - New Brunswick, New Jersey
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I began my career with Morgan Stanley in 2002. In 2013 I left Wall Street and in 2016 I started this company to better serve my clients as a fiduciary. I am a proud CERTIFIED FINANCIAL PLANNER" which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I am a lifelong investor and have been a member of Mensa International since 1988.
401K Rollovers |
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Simplify your financial life and make managing your retirement plans easy while keeping your savings growing in a tax advantaged account. 401(k) plans leave it up to you alone to navigate hidden pitfalls which can erode the value of your account and leave less income for you to spend when you leave work behind. Consolidating your old 401(k)s into a single rollover IRA can give you access to investments that are better suited to larger dollar values which can enhance the income you have to spend in retirement and make your money last. |
Estate Planning & Trusts |
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Estate planning is all about protecting your loved ones when you can't be there to help them yourself. Planning for the future and ensuring your final wishes are carried out exactly as you wish does not have to be a complex process. How your money and property are passed to the ones you love the most varies by location and can have high unexpected costs and negative financial consequences. We can identify the obstacles to a quick and orderly disposition of your final wishes to preserve the value of your monetary gifts without high unexpected costs or the public process of probate without delay to secure your legacy as a loving and generous benefactor. |
Financial Planning for Individuals |
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Many of our clients were already successful savers who wanted a better way to avoid risk and stay organized over time. To make that vision a reality, we create thoughtful financial plans independent from the influence of a large parent entity or brokerage firm powered by fee-based investments for a transparent and unbiased approach to the successful achievement of your goals. To start, we review your portfolio to identify the beneficial aspects which are working for you and expose detrimental areas before they become a problem. If conflicts exist with your stated goals, we will recommend potential strategies which may be better suited for your long-term success. The pros and cons of each approach are explained in plain language using interactive charts and detailed summaries to easily understand how our guidance today can help tomorrow. |
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