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“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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Why I'm an advisor

Just days before my wedding in 1993, my grandmother had a major heart attack.  She didn’t go to the hospital (which was a 3 mile drive straight down West Front Street.)  Gram and her husband, a life-long farmer at Sunnyside Farm in Middletown, didn’t understand how Medicare worked.  They were afraid of the cost.  Living on a fixed income, they didn’t know how they would pay for her care if they called the ambulance or just drove the 10 minutes to Riverview….They had her drink warm water to ease the pain and waited.

By the time anyone knew what was happening it was too late.  Gram, died the night before my wedding.

I became a financial planner to help people like my grandmother understand what resources are available to them.  To plan for a life, both financial and non-financial by teaching them how money works.  How investments work.  How insurance works.  How inflation hurts.  How income taxes hurt.  How estate planning works.  How charity helps.  How cash flow works.  How retirement plans work.

I can help you put together and maintain a life-long financial plan so that you are better able to withstand whatever life can throw at you. 

I can teach you how money works. 

Next: What else am I about?

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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