Jersey Shore Financial Advisors, LLC

I am dedicated to working with new (or soon to be) 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.

The fee for a one-time, advice only financial plan is $4,800.

For clients that wish to continue with ongoing financial planning with or without investment management, the following fee schedule applies:

For net worth (excluding primary residence) up to $2,500,000 the annual fee for ongoing financial planning with or without investment management is $10,000 collected quarterly at the end of the billing period

For net worth (excluding primary residence) exceeding $2,500,000 the annual fee for ongoing financial planning with or without investment management is $20,000 collected quarterly at the end of the billing period