The purpose of this quick Zoom 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.

Use this link if you want to schedule a chat about anything. Let's allow 45 minutes, even if we don't need that much time.

This is a free, one-time consultation to review what options are available to create and implement a longevity plan, how we can help you do that and what the costs for that level of planning would be.

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.

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.