What We Deliver
- We evaluate all aspects of your financial life to create an ongoing Financial Life Plan that fits your goals, values, and resources, as well as maximizes your opportunities.
- We assist you with the process of implementing your Financial Life Plan. Then we monitor your plan regularly to make certain that all parts stay relevant and updated.
- We keep all your information confidential. We share information only as needed with attorneys, accountants, and other professionals with your permission.
- We strive to return all phone calls within one working day and emails within two working days. We will inform you of any short term deviations from this policy.
- Throughout the year we will address any issues of concern to you – just call or e-mail!
- We are highly flexible in both the timing of when we are available and methods of communication to make meeting participation convenient for you.
- Jersey Shore Financial Advisors LLC is committed to always doing our best on your behalf.
- We are proud to serve in a fiduciary capacity for you. We love what we do and take pride in doing the best job possible.
At Jersey Shore Financial Advisors LLC we are compensated by client fees only. Our fees are fully disclosed to you in our contract. We do not accept any commissions or referral fees from any sources. Our only source of revenue is from our clients. If you ever have a concern about your fees please ask!