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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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  3. What if?

What if?

In addition to the above elements we also seek to answer the following:

  • What if someone gets sick?
  • What if I want to help my kids or grandkids financially?
  • What if inflation is higher?
  • What if I down size my house?
  • What if we claim Social Security later?
  • What if I lose my job?
  • What if there is a premature death?
  • What if I live to 100?
  • What if the market goes haywire again?
  • What if I need household help?

 

  • What if <add your own what if?>

Next Process

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.

What we do for you

  • Financial Life Planning
  • Financial Plan Elements
  • Financial What If...
  • Our Process
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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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