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

06/01/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

There are four basic steps to calculating the value of an estate.
05/29/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
05/27/2026

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.

Check out this informative video on bull and bear markets to better understand how the stock market works!
05/25/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/22/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Considering alternative investments? It’s critical to sort through the complexity.
05/20/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
05/18/2026

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.

Health-care coverage (including Medicare) typically does not cover extended medical care.
05/15/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Self-employed? Learn more about your retirement plan options.
05/13/2026

Self-employed? Learn more about your retirement plan options.

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The question everyone has: Will Social Security be around for you? Read this.
05/11/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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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