Contact Our Red Bank Financial Advisors
Calling is the only way to reach us. A short phone conversation books an introductory meeting, held in person here in Red Bank or over a video or phone line, so we hear your goals before we suggest anything.
Where we work
Red Bank, NJ
Fair Haven, Little Silver, Shrewsbury, Fairview, Middletown, Long Branch
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
What Happens When You Call
We ask a few short questions: who the plan is for, what prompted the call, and whether the concern is retirement timing, a portfolio, a business, insurance or passing wealth to family. Then we schedule the introductory meeting at a time that works, either in person or by phone or video for clients in Middletown, Holmdel and the rest of the area.
At that meeting we listen first and look at what you bring. If it makes sense to keep working together, we put the scope of the work and every factor that affects what you pay in writing before anything starts. Nothing is added later that you did not see on paper.
Useful to Have Ready Before You Call
- Your most recent brokerage, IRA and 401(k) or 403(b) statements, so we can see account types and current holdings.
- Last year's federal tax return, since filing status and income bracket shape both retirement and tax decisions.
- Any existing life insurance policies, including the face amount, premium and named beneficiaries.
- A short list of your goals and dates, such as a target retirement age, a child's college start or a business sale.
Set Up Your First Conversation
Pick a time that suits you and we will handle the rest. You leave the introductory meeting knowing what we would do and how it is priced, in writing.