Focus and Qualifications

 

The firm focuses on the following areas:

  • Comprehensive Financial Planning
  • Unlocking Retirement Cash Flow Strategies
  • Risk Management
  • Retirement Planning
  • Pre-Retirement Planning - 401k, 403b, profit-sharing plans
  • Estate and Trust Planning
  • Education Funding
  • Business Planning
  • Employer sponsored benefit programs
  • Health, Life, Disability, Long term care Insurance

Education and Certifications:

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®
  • Investment Advisor Representative

Affiliations:

  • Board of Governors Lakeland Hills Family YMCA
  • Board of Trustees Little Hill Foundation
  • Notary Public - NJ
  • Financial Planning Association (FPA)