Located in New Jersey & Delaware
(866) US Seniors

A FOCUS ON CLIENT APPRECIATION

Our Approach to Financial Planning

We refer to specific, well-defined objectives - about where our clients’ assets will be allocated into financial instruments - as “Dispositions for Your Money.” Simply put, the primary Dispositions are Income, Growth, Long-Term Care, Legacy and Rainy Day. For details about our approach, check out the Media Library page by clicking More Info.

More Info

FIDUCIARY STANDARDS

As a CERTIFIED FINANCIAL PLANNER™ professional I am required to act solely in my client’s best interest when offering personalized financial advice. Directly stated, "my clients’ needs come first!" As a result of my certification by the Certified Financial Planner Board of Standards, Inc., I strive to adhere to its Code of Ethics and Professional Responsibility which identifies the ethical principles I should meet in all professional activities.

Watch a video about our approach to Fiduciary Standards

Our Offices

Strategically located in Hamilton Township, Mercer County, our facility is quiet and welcoming and offers spaces appropriate for private one-to-one meetings, conferring with families and occasional group presentations on timely topics and information from the financial world.

Location