Jersey Shore Financial Advisors LLCprovides integrated financial life planning services to select families and individuals residing in and around New Jersey.
We’ve melded the CFP® Board of Standards planning process with the Financial Life Planning® model from Money Quotient®. Combining these two powerful tools allows us to create a plan that is truly aligned with your family, your hopes, your dreams and your happiness.
Life planning is the process of:
Helping you focus on the true values and motivations in your life
Determining the goals and objectives you have as your life unfolds in front of you
Using these values, motivations, goals, and objectives to guide the planning process -- providing the roadmap for evaluating choices and making decisions in your life that have financial and non-financial implications or consequences
We do our best work with those that are searching for true advice.
We take great pride in helping you if you’ve already been sold a complicated insurance product and you’re trying to figure out how to get out of it
Our best client is someone that just wants the straight truth….
We especially enjoy working with:
The newly single (by choice or fate)
Medical professionals looking for unbiased advice
High income professionals whose family is facing life changing circumstances – health care, retirement income, permanent disability
We don’t impose investment account minimums; in fact some of our best clients have minimal investment assets. Our clients are looking for fiduciary-level advice free from financial conflict of interest and are more than happy to pay a fully disclosed and transparent fee to get that advice.
Convenient conference centers located in Red Bank, Princeton, Parsipany and Iselin New Jersey.
Call today to set schedule your free consultation today.
Jersey Shore Financial Advisors LLC
331 Newman Springs Road, Building 1, 4th Floor, Suite 143, Red Bank, NJ 07701
Fee-only -- because your best interests always come first.