Jersey Shore Financial Advisors LLC

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Life challenging illness

will life be like after you recover?  What about if you don’t?  This is a difficult topic for many to face.  We help you to plan for all out comes, good, bad and in between.  You need to focus on your health, on your treatment, on your family.  We concentrate on reducing the stress of making financial decisions by simplifying the process.

By simplifying the process, we will work with you to model your expected cash flow, to explore options for accelerating benefits, to finding ways to use the tax rules to your advantage, help you work with your attorney to make sure all the proper documents are up to date and reflective of your wishes.

We can even help you communicate your financial wishes to your family.  As much or as little as you wish.  We can help you hold a family meeting or we can help you meet in smaller groups or one on one meetings to help you loved ones understand your plans and wishes.

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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