Your Life.  Your Dreams.  Your Plan. 

Tomorrow is coming at you pretty fast.   And while you have a pretty good idea of what you want your tomorrow to look like, the best path from where you are today to where you want to be tomorrow is often unclear.   Now more than ever, financial hazards seem to lurk down whichever path you choose.   And unlike the video games our kids play, there are no “extra lives” if you get this wrong.  With so much at stake on this financial journey, wouldn’t it be a great comfort to have the help of someone who knows the way?  Someone who can help you work toward your goals while avoiding pitfalls along the way?   Someone who actually cares about your dreams almost as much as you do?  

Plan Better.  Sleep Better.

Without a doubt, financial uncertainty is a leading cause of stress.  We can help reduce that stress by answering the nagging questions that keep you up at night:

Am I saving enough for retirement?

Will I be able to afford college for my kids?  What about financial aid?

How can I create income for my retirement from my savings?

What if I outlive my savings?

Will I be able to leave some of my savings to my loved ones?

Am I taking too much risk with my investments?

Should I be worried about future inflation?

Should I be paying off debts before I save for retirement?

What else should I be doing to provide financial  security for my family?

If these or other financial questions are cause you stress and anxiety, we need to talk.  Knowing your financial journey is well planned can help you relax and enjoy the ride.  Give me a call.  You have nothing to lose except a few sleepless nights! 

The Advice Should Be About YOU – not Me!

The financial planning profession should be all about helping people make good financial decisions.  It should not be about selling financial products under the guise of a "free financial plan".  I take financial planning very seriously.  As a Certified Financial Planner™ subject to the ethical rules of the CFP Board, I am obligated to always put my clients best interest before my own.  And that’s the way it ought to be!  During your first complementary no-obligation meeting with me, it should become clear to you that this is just the way I do business.  Your goals, your dreams, and your security are always my first concern!

Professional Financial Advice for Everyone!

Many independent financial advisors make themselves available only to the very wealthy.  I don’t believe in working this way.  I certainly have the knowledge and experience to help my wealthy clients, but I have always been committed to making my brand of professional, unbiased, customer-centric advice available to all who need it, regardless of wealth.  Even those with little or no money to invest at all can take advantage of my hourly fee, advice-only, fee for service model to get the help the financial guidance they need.   

So Let’s Get Started!

See the “Your Questions” page to start to find the answers to your questions.  Or better yet, just give me a call or email me with your questions. There is no obligation, nothing to lose.  Call me at 908-203-4664 so we can discuss your needs and perhaps setup a mutually convenient appointment.  Or just fill out the Contact Form on the contact us page.   I am looking forward to helping you get on the Pathway to financial security and success!  

Meeting Locations

My practice is located in Bridgewater, NJ, right off I287.  Through arrangement with the Regus / HQ realty group however, I have access to office and meeting space throughout central and northern New Jersey, including Morristown, Roseland, Iselin, Princeton, Red Bank, Freehold, East Brunswick, Mahwah, Saddle Brook, and Paramus.  Call to 908-203-4664 to setup a convenient appointment at a location near you!