Philanthropists
Let's not let the tax impact or your advisor's financial conflict override your "good human" instincts!
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Work with a professional who knows how to help you protect your wealth from predators, creditors & Senators!
Women & Female Leaders
I believe you should work with a guide to help clarify, organize, and prioritize financial life decisions.
Major Milestones I Specialize In
End of Life and Legacy Planning
Almost everyone I meet is afraid of becoming a burden to their family. Let's work together to custom design your anti-burden financial plan
Retirement Planning
Working with me means having a guide to help you clarify, organize, and prioritize your financial life decisions.
Widowhood
There are very few actions that need to be done right away. Let's create a now, soon and later list to limit the feeling of overwhelm.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I started this firm in 2007 as an alternative to the giant name brand advisory with the constant sales pressure telling me what I could do or not to do for MY clients. Working with me means having a thinking partner that understands you are planning for an uncertain future with changing markets, changing tax rules, changing health - most of which very few of us have planned for. Let me be your guide as you clarify, organize and prioritize your financial life decisions.
Disclosures
Jersey Shore Financial Advisors LLC is not affiliated with a broker/dealer organization.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.