Supportive Financial, LLC
Fiduciary Financial Planner for Widows, Special Needs Families, and Inheritances
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.