Spotlight on Featured Financial Planning Professionals
New Jersey Financial Planner - Portnoff Financial LLC - Jeremy E. Portnoff, CFP®, AIF®, CRPS®
Mr. Portnoff is one of New Jersey's top Certified Financial Planners because he is Fee-Only which sets him apart from about 98% of all advisors. As an Elite Member of Ed Slott's IRA Advisor group, he has the specialized training and exclusive tools, such as the Complete IRA Care Solution™ to handle all IRA planning and distribution issues.
Mr. Portnoff also provides comprehensive financial planning services including Retirement, Estate, and Tax Planning, as well as financial coaching, Cash Flow Management, and debt reduction plans.
A Financial Planner can assist you with your financial future in several ways, such as identifying and setting retirement investment goals, creating strategies for investments and securities, developing a tax strategy, and assessing your net worth. After creating your financial plan, a planner can monitor certain investment choices to evaluate performance and modify the course of action with your investments as needed to support the greatest possible out come.
There is much to consider regarding budgeting, investing, saving and retiring.
Financial Planning issues and topics include but are not limited to:
Assets
Savings
Advising
Securities
Analyzing
Income Tax
Estate Planning
Retirement Investment Plans
For many, the mere thought of these tasks is as overwhelming as the search for qualified and credible assistance. As qualified professionals, we are experienced in handling the financial matters from a basic retirement investment planning to sophisticated and detailed securities investments.
The facts and figures on retirement show that Americans held about $17.6 trillion in retirement savings at the end of 2007, this is an increase $1.1 trillion from 2006. At age 65, 45% of Americans depend on relatives, 30% depend on charities, 23% are still working (usually until they are physically incapable), and only 2% are self-sustaining.
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is not intended to be financial advice, but merely conveys general information
related to financial issues commonly encountered.
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