Jersey Shore Financial Advisors LLC

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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.

What Issues Should I Consider With My Social Security Retirement Benefits?Social Security retirement benefits can be par...
10/17/2026

What Issues Should I Consider With My Social Security Retirement Benefits?

Social Security retirement benefits can be particularly complex. You're not alone if you struggle with your claiming decision.

This checklist helps you identify issues you should consider regarding your Social Security Claiming Options.

Download the checklist here: https://myfamilyfiduciary.kit.com/08410f4f8d?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=retirement

Employee Perspectives on Long-Term CareThere are gaps in knowledge about access to local long-term care, sometimes also ...
10/16/2026

Employee Perspectives on Long-Term Care
There are gaps in knowledge about access to local long-term care, sometimes also referred to more broadly as long-term services and supports (LTSS). Thirty-seven percent of employees reported low or no knowledge of how to access LTC services in their community.
https://www.ebri.org/publications/research-publications/issue-briefs/content/employee-perspectives-on-long-term-care?utm_source=facebook&utm_medium=social&utm_campaign=jerseyshorefinancialadvisorsllc&utm_content=eldercare

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44 Apple Street. Suite 9
Tinton Falls, NJ
07724

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