Stonebridge Financial Advisors
973-605-1100
Stonebridge Financial Advisors located in Morristown, NJ  07960
Jennifer M. Murray, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Let Stonebridge Guide You along Life's Difficult Pathways Let Stonebridge Support your Financial Needs
Jennifer M. Murray, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Let Stonebridge Guide You along Life's Difficult Pathways
Let Stonebridge Support your Financial Needs




 

 

Two-Hour Financial Consultation

If you have one or two financial concerns and are looking for fast and accurate information, a two-hour consultation may be just what you need. This is a real working financial planning session. It is ideal for those who do not want the conflicts inherent in commission-based planning and do not want the expense of a complete written plan. For two hours you control the agenda. We will discuss your financial planning or investment concerns. It will be our job to give you as much information as we can during your two hours.

Financial Advisor

Here are some examples of what we can do:

  • Review your Investments
  • Create a College Savings Plan
  • Evaluate your 401(k) Plan
  • Prepare a Retirement Cash Flow Analysis
  • Review your Early Retirement Offer
  • Discuss Lump Sum vs. Lifetime Annuity Options
  • Evaluate IRA Required Minimum Distributions
  • Review Insurance Coverage
  • Analyze Long-Term Care Insurance Options
  • Prepare Income Tax Projections
  • Create a Budget that Works
  • Another Financial Topic of your Choice

Obviously we cannot prepare a comprehensive written financial plan in two hours, but we can go into one or two topics that are important to you. When you call to make your appointment just let us know what our meeting will be about. If you need to bring anything, we'll let you know so we will be ready to get to work as soon as you arrive. The two-hour working session is exactly that - we get right down to business and arrive at workable solutions to your financial concerns. The fee for this service is $500.

Call today for an appointment for help with your financial, tax and investment planning.

 

Certified Financial Planner
National Association of Professional Financial Advisors


STONEBRIDGE FINANCIAL ADVISORS, LLC • 51 Dumont Place • Morristown, NJ 07960 • Phone 973-605-1100