Financial Advice for Aberdeen and the Towns Around It
We work with people in Aberdeen and nearby towns to keep their money doing its job. Meet with us face to face, or use a phone or video call when your schedule is tight. However we meet, we put your plan together once, then review and adjust it on a regular schedule.
Towns we cover from Aberdeen
- Aberdeen
- Matawan
- Keyport
- Strathmore
- Cliffwood Beach
- Old Bridge
- Sayreville
- Hazlet
- Holmdel
- South Amboy
- Keansburg
Not on the list? Call (732) 838-7637 and ask.
Our Clients and Where They Live
Most of the people we work with are a quick drive from Aberdeen, in places like Matawan, Keyport, Strathmore and Cliffwood Beach, as well as Hazlet, Holmdel and Keansburg. We also serve families and business owners in Old Bridge, Sayreville and South Amboy. If you're a little farther away, phone and video meetings handle most of our work just as well.
Your town doesn't change our approach. First we learn what you have today: accounts, insurance, debts and goals. Next we build a financial plan around that and set a review schedule. Adjusting early usually costs less than making large changes late, whether it's a portfolio, a retirement income plan or a legacy plan.
Common Questions From Local Clients
- 01
New Jersey taxes
New Jersey charges its own income tax and handles some retirement income differently from federal rules. It also has an inheritance tax that may apply to certain heirs, based on their relationship to the person who died. We factor in both when we look at withdrawals, gifts and beneficiary decisions, and we work with your tax preparer rather than replacing them.
- 02
Accounts left at old jobs
Many people in this corner of Monmouth and Middlesex counties have spent years working in New York or driving the Parkway and Turnpike to work. That tends to leave 401(k)s at former employers and earnings records in more than one state. We help you figure out what you have and choose what to roll over, what to keep as is and what to watch.
- 03
Business owners
Small family businesses are common here, and owners often have most of their net worth in the company. We look at retirement accounts designed for owners, life insurance on key people and what happens to the business and your family when you step away.
- 04
Meetings that fit your week
Visit our office or meet by phone or video. A lot of clients hold the first meeting in person and their regular reviews by video. Either way works.
Begin With an Introductory Meeting
Call us and we'll find a time to meet at our office, by phone or by video. We'll ask what you're aiming for and what you already have set up, and you can ask anything you like about how we work.