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.
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
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.