Jersey Shore Financial Advisors LLC

About us

Mission & Values

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Community involvement

Who we serve

The family steward

Individuals in transition

Mature families

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Why fee-only?

Your interests first

JSFA Process

Goals and Objectives

Financial Planning

Tax Planning

Investment Management

Education Planning

Employee Benefits

Estate Planning

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ADV Part II

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Planning Perspectives


Always have a Plan for Leftover 529 Money
Afraid of the AMT?  Now's the Time to Get Some Help
Blended Families Should Plan Early for Their Kid's College Aid
Homeowners in Trouble Need to be Proactive
How to Buy Life Insurance
Business Not So Good?  Here's How to Protect Against Job Loss in a Financial Plan
Top 10 Money Moves for Today's College Freshman
When Recession Fears Surface, Check Your Plan -- Or Make One
Getting Today's Best Return From a Home Renovation

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Fee-only -- because your best interests always come first.