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

 
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Advisors at this Office

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This Office

By Appointment Only 100 Overlook Ctr Princeton, NJ 08540 Phone: (732) 229-7489

Primary Office

55 N Gilbert St Bldg 3 Suite 3103 Tinton Falls, NJ 07724 Phone: (732) 229-7489

Other Offices

By appointment only 999 Riverview Drive Totowa, NJ 07512 Phone: 732-229-7489
By appointment only 33 Wood Avenue South Iselin, NJ 08830 Phone: 732-229-7489
By Appointment Only 100 Overlook Ctr Princeton, NJ 08540 Phone: (732) 229-7489