On Point Strategic Planning LLC

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On Point Strategic Planning LLC I am committed to building long-term relationships with my clients and helping them reach their goals

We have individuals licensed to sell insurance in: CA, DE, FL, GA, IN, KY, MD, MI, NC, NJ, NY, OK, PA, SC, VA & WA

CA Insurance Lic.

Domiciled in New Jersey

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
10/26/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
10/23/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Sector investing may present an opportunity — if you do your homework.
10/21/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
10/19/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/16/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
10/14/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
10/12/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
10/07/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
10/05/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Address

52 Hyers Street Suite A-3
Toms River, NJ
08753

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 5pm

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