Talk With a Financial Advisor in Neptune

What Happens on the First Call

We start with a few direct questions. What prompted the call, who the plan is for, and whether the main goal is growth, retirement income, protecting your family or passing assets on. Your answers tell us which conversation to have, for example retirement planning versus tax management, and how much time to set aside for the introductory meeting.

Next we pick a time and a format. Clients from Neptune City, Asbury Park, Wall and the surrounding area often come to our office. Others prefer video so a spouse or business partner can join from wherever they are. We will not ask for account numbers or your Social Security number on this call, and nothing gets sold over the phone. If what you describe is outside what we do, we will tell you plainly.

What to Have Ready Before You Call

1. A one-line summary of what you want help with, such as rolling over a 401(k) or building a plan after selling a business.
2. A rough list of your accounts, including retirement plans, brokerage accounts, cash and any life insurance policies, with approximate balances if you know them.
3. Your timeline, such as a target retirement age or an upcoming event like an inheritance or the start of required minimum distributions.
4. A few times that work for you and for anyone else who should be part of the meeting.

Hours

Mon-Fri

8am-8pm

Sat-Sun

Closed