Supportive Financial, LLC
A CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience, supporting families with retirement, estate, and tax planning
A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning.
Although I work with many types of people, my skill set is best suited for:
- Widows or Widowers | Dealing with Social Security and Tax Decisions.
- Special Needs Families | Navigating SSI, DDD, PPP, SSDI, ABLE accounts Etc.
- Inherited IRAs | Losing a family member and dealing with RMDs.
Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations.
My contact information is below:
201-581-0002 (Call or Text)
If after our discussion, I am not the right person for you, I will help you find someone who is.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.