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Financial Planning | Wealth Management | Insurance



Financial Planning


Retirement Income Planning


IRA & 401(K) Rollovers


Tax Minimization Strategies


Investment Management


Asset Protection Strategies


Business and Succession Planning


Employee Benefits


Possibly the Best Financial Advisor Company in Bridgewater, Somerset County, NJ

When you've worked hard to acquire wealth, or have been lucky enough to inherit a sum, the last thing you want to do is see it squandered away through poor investments or taken by frivolous taxes. As an independent financial planning practice, we see our role as helping you to plan your finances in such a way that you always have funds ready for what you want to do, at the same time as presenting a range of investment options that may help you grow your wealth for the future.

Financial Planner That Offers Plenty of Options

We understand that your financial requirements vary at different points in your life. A change in family circumstances, such as a wedding, birth or a child starting college may all result in tweaking your investment strategy. Our aim is to provide relevant advice and choices which allow you to adapt your retirement income planning to your current requirements. In addition to wealth planning, you may also wish to consider retirement income planning with our retirement financial planner.

401k Rollover Specialists in Bridgewater, Somerset County, NJ

As experienced finance professionals with a wealth of experience in offering seasoned advice that helps you meet your financial goals, we are committed to offering a friendly, professional service as well as a carefully chosen selection of financial products. To find out more about what we can offer, or to book an appointment, call us at (985) BW-PLANS.

We Offer Business Health Insurance for NJ

Insurance is always an important consideration; we can help you identify what, if any, additional insurance you might need to complement your existing provision, as well as make sure you don’t have duplicate provision. If you need permanent life insurance or some other coverage, we are able to offer a comprehensive range of options as well as some competitive premium quotes.

Helpful Content

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Estimate how much you have the potential to earn during your working years.

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Estimate how much of your Social Security benefit may be considered taxable.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator can help you estimate how much you should be saving for college.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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Here’s a crash course on saving for college.

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What if instead of buying that vacation home, you invested the money?

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Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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What are your options for investing in emerging markets?

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