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
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.