Jersey Shore Financial Advisors LLC

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Family Stewards

... 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.

 

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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