Experienced
A little gray hair helps. I mean, can you really rely on financial advice from someone who has barely even started their own financial journey? Your Financial Planner has been creating retirement plans for our New Jersey neighbors for over 17 years and has created and helped implement hundreds of financial plans for your New Jersey neighbors.
Knowledgeable
Your advisor is a Certified Financial Planner(tm) one of the most rigorous credentials in the financial planning industry. This can be a highly complex field which requires detailed knowledge across a wide range of financial topics. We have the deep bank of knowledge necessary to provide truly holistic advice.
Trustworthy
As a fiduciary advisor, we are obligated to putting our clients interests first. As a FEE ONLY financial planner, we have structured our compensation structures to minimize conflicts of interest that might arise from commissions or incentive payment plans.
Local and Independent
We are a small, local, independent family practice. We do not answer to any boss other than our clients. Helping our New Jersey neighbors navigate their financial lives is our passion. You won't find that commitment coming from the large national financial firms.
Flexible
One size fits all does not work in retirement planning. We understand every client is unique, and every plan we create is customized and build around each clients' unique situation. This is personal to us - and we will take the time to truly understand your needs before we start the planning process
Caring
This might be the most important trait of all. We love financial planning. We celebrate each client's retirement as if it were our own, and take pride in the work we do and the role we play in helping our clients achieve their financial independence.
A True Fiduciary Committed to Your Goals
Every financial advisor now claims to be a fiduciary. We think talk is cheap. A fiduciary must always put his/her clients' interests first, ahead of his/her own. We don't think that is possible if you accept commissions, or sell proprietary products for your employer. These built in conflicts of interest make true fiduciary care nearly impossible, in our opinion.
At Financial Pathways, we are true fiduciaries. We work solely for you. We do not earn commissions, incentives, or any other payments from any third party. We believe our policy of FEE ONLY advice serves to best align our goals as advisors with those of our clients. See what we can do working together to achieve your most important financial goals!