... to point out trouble ahead, to help you celebrate the successes. You need a financial advocate.
Our family financial steward service is designed to be your financial advocate, helping you 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.
We can help you make decisions about lifestyle leading up to or in retirement. We can model the financial changes to various living arrangements. We can help you communicate your financial plans to your spouse and your children. We can even help you hold a family meeting to communicate your plans to your family.
If you have concerns about any of these items, you should consider completing a comprehensive financial plan that will address your concerns about not outliving your money, about employing investment strategies based on your time, temperament and objectives. Jersey Shore Financial Advisors LLC can be your financial advocate click the "Book a Meeting" link in the right margin to find out how.