333 Thornal Street, Suite 9B
Edison, NJ 08837
Toll Free: 888.SIMON.SAYS®
Phone: 732.623.2070
Fax: 732.623.2088
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What will your retirement look like?

It is never too late. Begin preparing and

saving for your retirement today!

Plan today for a prosperous tomorrow

Envision your future

Explore your options

Enact your plan

Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance

and how to determine your financial needs.

SIMON SAYS® Let us help you Put Your Future in Capable Hands

Our Services

Retirement Planning
Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated.
Retirement Planning
Investment Planning
A diversified financial planning strategy will not eliminate risk or guarantee success. But it does offer an approach to help protect your assets, reduce risk and potentially grow assets over time. Talk with a qualified professional about how to put an effective financial planning strategy in place.
Investment Planning
Estate Planning
Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death.
Estate Planning
College / Education Funding
While it's best to get an early start, it is never too late to plan for the cost of your child's education. For assistance, call your professional financial advisor. He or she can help you plan today for your child's education tomorrow.
College / Education Funding
Business Owner Planning
Tell us your situation and we'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs.
Business Owner Planning
Personal Finance
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
Personal Finance
Elder Law Planning
Elder law is a legal term coined to cover an area of legal practice that places an emphasis on those issues that affect the aging population.
Elder Law Planning
Tax Reduction Strategies
Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficiency strategies. The purpose of tax reduction strategies is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible.
Tax Reduction Strategies
Topics of Interest

Tax Reduction Strategies

Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficient strategy. The purpose of tax reduction strategies is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible.

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Investments

Your specific investment decisions will depend on several factors: your age, tax bracket, risk tolerance, liquidity needs, investment time horizon and investment goals.

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Retirement

Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement.

Read More

Estate Planning

Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death.

Read More

Elder Law Planning

Elder law is a legal term coined to cover an area of legal practice that places an emphasis on those issues that affect the aging population.

Read More

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