Jersey Shore Financial Advisors LLC

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Our Services

Jersey Shore Financial Advisors provides fee-only financial planning services for the general public.  We do not require large account balances to get started.  We don't sell insurance products.  We provide advice and service developed from nearly 20 years of experience.  Although we have many clients outside the following descriptions, we have found our services to be particularly valuable for three categories of client: 1) Those facing a life challenging illness; 2) Women that find themselves newly single by divorce or death; 3) the successful professional who has built a substantial level of wealth needing ongoing stewardship: The Family Steward.

Financial Planning for the Family Steward

The Family steward has proven that a lifetime of making good decisions has brought about a level of wealth that deserves to be preserved for generations to come.  

Our family financial steward service is designed to keep track of the many facets of your family wealth.  We will help you continue to make good decisions regarding the stewardship of your family wealth. Our ongoing service provides you and your loved ones with an ongoing schedule of updates to keep your wealth plan up to date.

Click the "book a meeting" button to schedule your free, no obligation visit with Tom Duffy.

Financial Planning for the newly single.  

Transitioning from a life plan for two to a life plan for one is one of life's greatest challenges.  The path is not easy, it is not straight.  You will feel tremendous highs and lows, you will be encouraged (in odd ways) by friends and relatives.  You will often feel as though surrounded by fog.  You will take 2 steps forward only to find yourself 3 steps back.  Some moments you will be happy and worry free other moments... not so much.  This is all normal.  Well the new normal.  For now.  

Your financial decision making should be minimal.  Pay the mortgage, pay the light bill.  Sell the house?  Not now, you have plenty of time to make that decision. Don't let anyone (friends, family, sales people) tell you that you must make any major financial decisions immediately.  We will help you keep track of what's important right now and what can be put off.  

Should you sell investments? NO!  Selling in a panic is not necesary -- let's take a look to see what can be done to preserve wealth, limit risk and minimize  income taxes.

Should you sell the house? NO!  Not right away.  You're under enough stress -- lets not add more by trying to sell and move.  

Click the "book a meeting" button to schedule your free, no obligation visit with Tom Duffy.

Financial planning when facing a life challenging illness.  

So many emotions, so many opinions, so many decisions...you need to concentrate on you.  And your family.  Not money.  We are your professional financial partner.  We're here to help filter the financial issues down to the few that have the most impact right now.  We will identify the crucial areas needing attention now, present them to you in a manner that is easily digested so you can make the decision that is in yours and your family's best interests.

Click the "book a meeting" button to schedule your free, no obligation visit with Tom Duffy.

 

 

For a free, no-obligation consultation click the “Book a Meeting” button on the right.

Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor.  The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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