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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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Emerging Professional

The Emerging Professional sometimes referred to as a millennial or Gen Y,  The Emerging Professional can be a college graduate, mid-20s to mid-30s in age.  She is likely working in a professional setting – law, medicine, accounting, engineering etc.  The Emerging Professional often has some type of professional license or designation that is required in her field.  The Emerging Professional enjoys a high income and may be considering a major career event – moving to a new firm or perhaps starting a business.

Some of the planning issues facing The Emerging Professional are debt reduction, family formation, solidifying investment strategy, saving for children’s education, making a housing change, Roth or non-Roth IRA/401(k) retirement saving, risk management decisions, maximizing employee benefits.

The Emerging Professional is comfortable with investments perhaps even using an algorithm based service (robo-advisor) although having a personal relationship with a live advisor may be reassuring.  Paying directly for financial advice makes sense.  Paying fees monthly like a gym membership, Internet or Cell service is preferable.  The Emerging Professional is sensitive to fees, although not fee-averse, she recognizes there must be value in exchange for fees. 

Emerging Professionals are looking for an advisory relationship that puts their interests ahead of the advisor so a written Fiduciary agreement is crucial.  Complex, costly financial product offered by company sales staff is a non-starter.

Next steps

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.

Who we serve

  • The Family Steward
  • Established Professional
  • Emerging Professional

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Tinton Falls, NJ
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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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