Talk With Our Shrewsbury Financial Advisors
We take every inquiry by phone. On a brief first call we ask what you want your money to accomplish, then book an introductory meeting with you, either in person at our office or over video.
Where we work
Shrewsbury, NJ
Red Bank, Little Silver, Middletown, Long Branch, Ocean, Tinton Falls
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
What Happens When You Call
We start with a few questions about your goals, your timeline and the accounts and policies you hold today. This is not a sales pitch. We want to know whether your main concern is retirement income, investment management, tax management or protecting your family with life insurance, so the right advisor time goes into the meeting.
Then we schedule an introductory meeting. There we lay out the options that fit, such as a Roth versus a traditional IRA, a taxable brokerage account versus extra 401(k) contributions, or term versus permanent life insurance. For each one we explain the trade-offs in cost, flexibility, tax treatment and risk, so you leave knowing what each choice does and why we would or would not suggest it.
What to Have Ready Before You Call
- Keep a recent statement nearby for each 401(k), IRA or brokerage account so we can talk about holdings and fees.
- Know your filing status and approximate income, or have last year's tax return on hand.
- Note any life insurance you carry, including the policy type, death benefit and premium.
- Jot down your goals with dates attached, like a target retirement age or a child's college start year.
Start With One Conversation
A single call sets up your introductory meeting, held at our office or by phone or video. We work with clients in Shrewsbury and nearby towns such as Red Bank and Little Silver.