SERVICES OFFERED

Whether you are just starting out on your career or knocking on retirement’s door, a fully implemented financial plan can be the missing piece that secures your future and gives you peace of mind.

Here are some areas we cover when discussing your financial future. Most of our clients do not need all services we offer at any one time, but we have discovered most people will encounter a lot of these areas at some point when making decisions in their lives.

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Investment Management

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Retirement Planning

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Financial Goal Review

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Cash Flow Budgeting

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Income Tax Planning

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Estate Planning

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Charitable Planning

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Insurance Review

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College Savings

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Small Business Owner Planning

Financial Futures works with clients across the United States. You are welcome to visit us in person at our offices in New Jersey or we can video chat remotely. We do occasionally travel to visit our clients in interesting locales (especially if you are south of NJ in the winter).

FEES — Financial Futures is a fee-only firm.  We do not accept commissions or outside referral fees nor do we sell any products. Our focus is offering objective independent advice to our clients. Please see our ADV form for a schedule of our fees.

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