Thomas J. Duffy, CFP^®

MBA

President

Jersey Shore Financial Advisors LLC

55 Gilbert St N, Suite 3103
Tinton Falls, NJ 07701

FINANCIAL ADVISOR'S WEBSITE

www.myfamilyfiduciary.com

(732) 229-7489 CONNECT WITH Thomas

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

One-time, advice only financial plan $5,900. Ongoing planning, with or without investment management: minimum fee $8,000 maximum $20,000. Net worth is our proxy for complexity. Net worth exceeding $6 million your fee may be higher.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

JSFA Web site

General

Thomas Duffy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jersey Shore Financial Advisors LLC in Tinton Falls, NJ and the surrounding communities.

Financial Advisor Overview

I formed JSFA because I found it nearly impossible to do to do the right thing for clients when there is a complex corporate structure (and advertising budget) telling me what to do. I do not have an insurance company affiliation, a broker/dealer relationship, and I do not belong to any sales organization. I can differentiate my firm vs most others in that I charge on a flat-fee basis for financial planning. I do not require you to hire me to manage investments for us to work together. Ongoing financial planning with or without investment management(advice only) is available after the initial planning is completed.

Financial Advisor Experience

I am the founder and principal advisor dedicated to working with new widows/widowers who are looking to: • understand & organize their new financial lives; • evaluate & prioritize financial decisions; • establish a financial life plan to live forward without fear. I do not work for an insurance company or investment firm. It’s just me and you. In fact I will put in writing that I am a fiduciary and will put your interests first. I can differentiate my firm vs most others in that I charge on a fixed-fee basis for financial planning. Although my physical location is near the beach in Eastern Monmouth county, New Jersey I can work remotely with clients regardless of location.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Jersey Shore Financial Advisors LLC is not affiliated with a broker/dealer organization.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Life Planning, Retirement, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Women's Finances