New Jersey Certified Financial Planner (tm) Retirement Investment Planning

You deserve a financial plan, not a sales pitch!


Financial Pathways LLC is uniquely dedicated to helping clients of middle and upper middle income families achieve their most cherished goals and dreams through comprehensive financial planning and client-centered financial advice.

As an independent, fee based financial planning firm, we have no proprietary products to sell you, no hidden corporate agenda driving our advice. As a result, the advice we provide is based solely on your needs and your goals.

Our mission is to make unbiased, objective financial advice available to all who need it, not just the very wealthy. Whether your primary concern is retirement, college, estate protection, small business planning, home purchase planning, cash flow and debt management, insurance or investment strategies, or all of the above, an independent financial plan from Financial Pathways can help you meet your goals.

Of course, qualifications are also important when choosing an advisor. It is a complex and rapidly changing world, in which our committment to ongoing education is reflected in our credentials:

  • Chartered Retirement Planning Consultant
  • Certified College Planning Specialist
  • MBA degree with over 23 years of business experience
  • Fully licensed securities and investment advisor representative

But perhaps the most of important credential of all is a strong and unwavering commitment to placing the needs of my clients before all other considerations.

To learn more about how independent financial planning with Financial Pathways can help you meet your life goals, please contact us for a free, no obligation financial review and consultation.

About Us. Financial Pathways LLC provides comprehensive financial planning, college planning, retirement planning, investment management services and hourly fee only advice to residents of nearby Somerset, Middlesex, Hunterdon, Mercer and Union county communities of Hillsborough, Bridgewater, Basking Ridge, Bernardsville, Berkley Heights, Clinton, Flemington, Edison, Piscattaway, Warren, Branchburg, Montgomery, Princeton, Franklin, and New Brunswick.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

More Newsletters →