Financial Life Planning
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Financial Life Planning

The AEPG Difference: Independent, practical advice. Unparalleled expertise. Personal service.

 

What are your financial goals?

Perhaps they include planning for a secure retirement…funding a child's college education…ensuring that your family is protected by adequate insurance…or some combination of these and other goals.

No matter where you are in your personal financial planning process, AEPG can help you identify your financial goals and create a customized plan for achieving them – with independent, practical advice from our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals.  

As your personal financial advisors, we take the time to understand your full financial picture. 

Most important, as a Fiduciary, we work for your best interests. We can coordinate with your CPAs, attorneys, and other financial advisers to develop and implement the best strategies for your investment management, education planning and college savings planning, estate planning, and more.

The result?

A practical roadmap for achieving your financial goals, with the flexibility to evolve as your needs and circumstances change over time – and your AEPG team acting as your trusted advisor to help you stay on track.

Our Financial Planning Services 

  • Goal setting – We work with you to define and prioritize your financial goals.
  • Retirement planning – We perform a detailed analysis of your situation; apply our expertise about 401(k) rollovers, traditional and Roth IRAs, and Roth conversions; and provide practical advice to help you achieve the secure retirement you desire.
  • Education planning – We advise you on college savings, 529 plans, and other issues critical to developing a successful education savings plan.
  • Investment management - We create and manage a customized investment plan that integrates all your financial goals and forms the core of your wealth management program. 
  • Cash flow management – We analyze your income and expenses and customize a budget that matches both your short-term and long-term goals.
  • Tax strategies – We analyze your goals, situation, and current tax laws, and design a strategy to help reduce your business and personal taxes.
  • Company benefits – If you are a business owner, we help you ensure that your company’s benefits program fits your budget and meets your objectives for attracting, retaining, and rewarding employees while achieving your personal and business goals.

 

Schedule an appointment with one of our expert financial planning or wealth management professionalsRequest an Appointment          

   908-757-5600 | Contact one of our professionals


AEPG: Your Accountable Advocate™ 

  

 * AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquartered in Warren, New Jersey.