Sit down with an expert fee-only advisor through the New Jersey Financial Advisors Network and review your current financial situation and future financial goals.
Your advisor will introduce some possible options to get your input. Our advisors do not make commission or kickbacks from the investment opportunities they offer.
Your financial advisor will present the action plan they have developed and review it in detail with you. Any questions or concerns will be appropriately answered – our advisors want you to be comfortable with each phase of your investment portfolio.
With your goals in mind, your financial advisor will prepare a detailed action plan for your unique situation. New Jersey Financial Advisor Network advisors are highly-experienced and detailed-oriented and will consider every aspect of your life and family during this process.
Your fee-only financial advisor will guide you in following through the well-detailed action plan. Whether you need a retirement plan, life insurance, or debt relief, your advisor will stand by you every step of the way.
Our advisors pride themselves on building long-term relationships with their satisfied clients. Your advisor may suggest quarterly or annual reviews of your financial plan and portfolio, and recommend adjustments when necessary.
We strive to remove the confusion from topics such as: