The purpose of this quick virtual visit is to learn a little about you and the questions you’re hoping to address. If it sounds like we might be able to help you, we can schedule a complimentary ‘Getting Acquainted’ meeting to learn more. We want to make sure that you connect with the appropriate professional to fit your needs.

Standby Fiduciary is a limited scope service designed for married couples aged 60 to 75 particularly those couples where one spouse has had control of most or all financial matters, to the exclusion of the other spouse. This service is limited to information collection to ensure that the non-controlling spouse is equipped with the necessary knowledge, experience, and confidence to take over management of the family finances in the event of the controlling spouse's incapacity due to death or

Existing clients only. Use this link if you want to schedule a chat about anything. Let's allow 30 minutes, even if we don't need that much time.

Jersey Shore Financial Advisors LLC can provide you with an analysis of your Social Security claiming options. We’ll look at the benefit amounts available at various beginning dates. We will illustrate the survivor income benefits available, (if any) and help you decide a course of action that is in your best interest.

This is our annual Spring update virtual visit. During our Zoom visit, we will evaluate various aspects of your financial life plan to make sure that it continues to match your needs, support your aspirations, and maximize your resources.