Nicholas J. Scheibner (CFP®)

Nicholas J. Scheibner focuses in the
following client markets or areas of practice:

  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

Why We Do What We Do:

We believe in fully understanding our client’s financial lives, and working with them and their family, to help guide them towards financial security.

Why do we choose to be NAPFA Fee-Only Financial Planners? We want to provide you with independent, objective advice, without the pressure from any outside interests or sales incentives.

What We Do:

Our Team of advisors and service professionals work every day to help our clients answer questions like:

  1.  Am I on track for Retirement?  Can I continue my lifestyle, and not outlive my money?
  2.  I am single, or recently widowed/divorced, what do I need to do to feel financially secure?
  3.  Have I done the necessary Financial Planning for my Special Needs family member?

How Do We Do It:

We help answer these questions by proactively communicating Investment Management and Financial Planning advice to our clients.

  • Our Investment Philosophy is to provide stable wealth growth and protection, guided by your financial goals and tolerance for risk, within the parameters of your time horizon and tax circumstances.
  • Our Financial Planning analysis for you can be used to identify your goals, explore your options, and test for the unexpected.
  • Your Team will provide you with Customized Reporting, Proactive Communication, and Accessibility.

Additional Information

Special Needs Financial Planning

We recognize that the financial planning challenges faced by families with special needs members are significant. When it comes to planning for the special needs community, the need for financial professionals who have comprehensive knowledge and experience is required to meet the specific challenges of these families. We take great pride in helping families quantify and plan for today’s needs and those that are likely to follow.

  • At Baron we understand that for parents of special needs children, the main concern is: "What happens to my child, when I am no longer here?".   We work with you to make sure your Estate Planning, Life Insurance, and Investment Accounts are aligned with the needs of your child.

NAPFA Start Date

December 21, 2010

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This Office

16-00 State Rt 208 Fair Lawn, NJ 07410-2503 Phone: (866) 333-6659 Fax: (201) 791-3907

Other Offices

1990 Main St., Ste 750 Sarasota, FL 34236-8000 Phone: (941) 922-1365
55 Madison Ave Ste 400 Morristown, NJ 07960-7397 Phone: (866) 333-6659
100 Park Ave New York City, NY 10036 Phone: (866) 333-6659