Fee Only Financial Planning Advice in Central NJ
Financial planning and investment advice from our experienced CFP® professionals can reduce uncertainty, increase confidence, and relieve stress.
We are committed to helping our New Jersey neighbors create sound and secure futures for themselves and their families. Better decisions lead to brighter futures, and sound planning is the key to making better decisions. With years of experience and specialized knowledge, we will create a detailed and personalized financial plan – a road map which provides step by step and turn by turn directions leading you to the financial future you most desire.
Why choose Financial Pathways?
- We are independent and locally owned. We owe no allegiance to anyone but our clients.
- As fee only planners and advisers, we only work for you. We do not get paid commissions.
- As committed fiduciaries, we will always put your interests even ahead of our own.
- We will take the time to listen and understand your individual needs and concerns.
No gimmicks, no hidden sales agenda. Just sound planning designed around your your life and your dreams. Call us today to start planning the future you want to live!
Will I be able to retire when I want? Do I have to worry about running out of money? Am I saving enough to achieve my goals? How can I balance competing goals? Does my investment strategy make sense? Good golly, I need to get organized! I just wish I knew I was doing the right things. Financial planning is the tool we use to help our clients address all these concerns and more. And to stop worrying so much.
A key focus of your financial life plan is retirement. Everyone agrees saving for retirement is important. But questions abound. How much to save? How to best invest those savings? How to use those savings once you need them? How to avoid running out of money? Your financial life plan addresses all these questions and more. It is your personalized guide to retirement.
Trusted and competent investment advice has never been more important than in these turbulent times. We can help design and maintain a well diversified, risk managed portfolio based on your own unique needs and goals. A portfolio that provides sensible balance between your need for growth, income, and safety. And maybe one that will actually let you sleep at night in peace.
We take our mission very seriously. We realize there are advisers out there who consider financial planning to be just another tool to sell annuities and insurance. This is heresy to the planners at Financial Pathways. Your financial future deserves no less than the very best. And it certainly deserves more than a sales pitch. Click above to learn more about our mission and values, including the importance of choosing a fee only financial advisor.
We choose to make our professional financial advice available to everyone who needs it. No strings attached. No minimum investment requirements. No need to turn over money to us for management. Whether you need a comprehensive plan, a financial second opinion, or just some ad hoc guidance and advice, hourly fee as needed advice may be just what the financial doctor ordered.
How do you get paid? How much does a financial plan cost? Do I need to give you money to invest? Why is fee only advice so important? Am I too young to start planning? Shouldn’t I be able to do this myself? What questions should I ask an advisor? How can I check regulatory history of an advisor? These are all common questions, click above to see the answers.