On Point Strategic Planning LLC

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

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
09/02/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
08/31/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

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This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/28/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

The truth is a little more complicated with these personal finance idioms.
08/26/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
08/24/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
08/21/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
08/17/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/14/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
08/12/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

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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