Every financial planner, financial advisor, and investment manager on NJFAN has been vetted to meet the high standard of The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.
Compensated only by the client without earning a commission of any kind for the product sales or referrals.
Legally sworn and obligated to always place the interest of the client ahead of their own.
Not affiliated with any brokerage firm, bank, or insurance company.
Work hard now so you don’t have to later. Our advisors guide your retirement path that best suits your income and long-term goals.
Are you taking advantage of the tax benefits offered to military families? Our advisors maximize efficiency and care requirements.
Guidance into relieving your existing debt, or add structured debt to your portfolio for large financial moves.
Maintain your core values over time with investments that have a positive environmental and social impact.
Make the most of your teaching career with financial guidance tailored to your lifestyle and family.
Understand employer stock options, such as incentive stock options and non-qualified stock options.
Together we will work on achieving your life’s dreams & financial goals.
I provide peace of mind through conflict-free, value-added financial & tax advice.
I provide fee-only tax-efficient retirement planning & investment management
NJFAN is a fee-only (commission-free) financial planning network that is based throughout New Jersey. Our advisors are held to strict standards.
Every advisor is heavily screened prior to being admitted into this network. We span all across NJ to make finding the perfect advisor effortless.
You will have constant access to your advisor via phone, email, and in-person meetings.
Our network has advisors that work with every type of client, with locations across NJ to guarantee a seamless experience.
Your comprehensive financial plan will ensure that you have a complete understanding of your financial picture.
Your documents are safely kept in encrypted files which ensures your confidentiality and privacy.
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