Jersey Shore Financial Advisors, LLC

Categories

Financial Planners / Financial Services

About Us

I am the founder and principal advisor dedicated to working with new widows/widowers who are looking to:
• understand & organize their new financial lives;
• evaluate & prioritize financial decisions;
• establish a financial life plan to live forward without fear.

I do not work for an insurance company or investment firm. It’s just me and you. In fact I will put in writing that I am a fiduciary and will put your interests first.

I differentiate my firm vs most others in that I charge on a fixed-fee basis for financial planning.

A one-time financial plan costs $5,900. I do not require you to hire me to manage investments for us to work together.

For ongoing financial planning, fees begin at $8,000 and range upward to a maximum (for most situations) of $20,000. Your net worth is our proxy for complexity so for those with net worth exceeding $6 million your fee may be higher.

Although my physical location is near the beach in Eastern Monmouth county, New Jersey I can work remotely with clients regardless of location.

Highlights

  • Transition from “old me” to “new me
  • Create clarity from the confusion/overwhelmed feeling or fog of transition
  • Develop or sharpen focus on what is most important
  • Collaborate with professionals to draw up the next steps
  • Align your financial life with your values and goals

Images

Duffy's crystal ball
8 AM Saturday, Monmouth Beach NJ
Maple Cove, Red Bank NJ
Deep Cut Park, Holmdel NJ
Kid, Tom and Owen Long Trail Inn, Killington VT
Blackberry Bay, Oceanport NJ
Sandy Hook Bay, Sandy Hook NJ
Eventide Grill, Sea Bright NJ
High Life Lodge, Chittenden VT
Sunday River, ME
Steamboat CO
Pico Mountain, Killington VT
Killington Mountain, Killington VT
Killington Mountain, Killington VT
Suquamish Clearwater Resort, WA

Rep/Contact Info

Card image cap
Thomas Duffy
Owner
  • Phone: (732) 229-7489
Tom Duffy