Jersey Shore Financial Advisors LLC

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United States
Tinton Falls, NJ
Jersey Shore Financial Advisors LLC

Are you working with a partner to help you minimize your fear of making financial mistakes?

I do my best work with
Recently became (or expect to become) single
Your spouse made $ decisions, but can't do it now
Within 5 years of retirement
$1 mil+net worth My firm is a flat-fee financial planning and investment management firm located in Monmouth County, New Jersey. Although my physical location is near the beach, I can work with clients regardless of location.

09/08/2026

Are you an 81 or a 17? Get your free Risk Number here. https://pro.riskalyze.com/embed/ac3730477c251e36d5c2?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=investing

09/08/2026

This guide goes step-by-step through the entire house, highlighting risk areas and what to do to minimize the risk of falls.
https://www.ncoa.org/adviser/medical-alert-systems/home-safety-older-adults/?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=community

09/08/2026

What Issues Should I Consider Before I Update My Estate Plan?
This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.

Download free checklist here: https://myfamilyfiduciary.kit.com/b1c11cd91a?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=estateplanning

09/08/2026

Fixing Social Security: Blueprint for a bipartisan solution

https://www.brookings.edu/articles/fixing-social-security-blueprint-for-a-bipartisan-solution/?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=socialsecurity

09/08/2026

Good advice from our friends at AARP. Thank you!

How to Spot Fake Online Reviews Before You Buy https://www.aarp.org/home-family/personal-technology/info-2021/how-to-spot-fake-online-reviews.html?intcmp=AE-FRDSC-MOR-R2-POS3&utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=consumerprotection

09/08/2026

5 Questions to Ask Yourself 5 Years Before You Retire

Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events.

https://hmlink.co/d81?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=retirement

09/07/2026

Do You Need to Sign Up for Medicare at 65 if You’re Still Working?
For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore.
https://hmlink.co/cH5?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=healthcare

09/07/2026

What Issues Should I Consider If My Spouse Passed Away?
This checklist covers 29 of the most important planning issues to identify and consider if your spouse has recently died.

Free download here: https://myfamilyfiduciary.kit.com/6187143fdd?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=estateplanning

09/07/2026

When a loved one dies, family members and friends often need to make decisions about a funeral quickly and under emotional stress.

https://consumer.ftc.gov/articles/shopping-funeral-services-phone-or-online?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=endoflifeplanning

09/07/2026

"When the debate is lost, slander becomes the tool of the losers." – Unknown

Address

44 Apple Street. Suite 9
Tinton Falls, NJ
07724

Website

http://www.myfamilyfiduciary.com/

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Jersey Shore Financial Advisors LLC

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