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Our Mission

“Protecting your family wealth from predators, creditors & Senators”™

Financial Life Planning

A holistic process that puts your interests first and focuses on increasing your sense of financial well-being

Helping you

Make good financial decisions for your family

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Have you said to yourself any of the following?

"I think I'm going to be ok, I just can't prove it"

"Can afford to quit my job to start my own firm?"

“Should I take Social Security now or wait?”

“Are my investments right for me? For my family? For the current environment?”

:How much do I need to save for my kid's education?"

“Am I saving enough for retirement?"

"Should I be saving in a Roth IRA or 401(k) or what!?"

"Am I saving enough for future healthcare costs?”

“How long can I/should I stay in this house?”

 

If these are the sort of questions you have you are in the right place!

Next: Who is Tom Duffy?

For a free, no-obligation consultation click the “Book a Meeting” button on the right.

Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor.  The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

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55 Gilbert Street North
Tinton Falls, NJ
07701 USA

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Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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