Our Services

What we Offer

At Hunterdon Hills, I offer financial services to ensure my clients enjoy the most from life now.

I help clients plan for their retirement, especially clients who are pre-retirement or already retired. I develop plans to determine how much of their retirement money they would like tax-free, not just tax-deferred. My plans offer 100% principal protection on a step-up basis, lifetime income, which form the basis of a client’s total income at retirement after including their Social Security and pension plans. Guaranteed income is essential for retirement planning and I am happy to help. I enjoy working with all of my clients, and specifically assist many high-end executives — both corporate and entrepreneurs.

I also specialize in Social Security planning and offer free Social Security maximization reports, along with a comprehensive financial report. I offer many types of annuities, life insurance, college planning, and long-term care insurance. Finally, I assist clients in converting their 401k's and 403b's into risk-free products. Taxation can be a client’s worst enemy when it’s time to retire, taking a large portion of the income they need in order to retire comfortably. I uncover the problems that most of my clients have with their 401k's and IRA's provisional income to prevent these concerns and make living easy.

With more than 36 years of experience, I specialize in tax awareness to increase my clients’ net retirement income without adding risk. I am a SMART Retirement Advisor, helping hardworking people and business owners reach their lowest effective tax cost in retirement and diversifying into lesser-utilized tax exempt assets for their future. It would be my privilege to assist you with your retirement planning, life insurance, and more, so please contact Hunterdon Hills Financial today.

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Retirement Planning

SMART strategies have helped prepare individuals for retirement. They have also changed the future for multiple generations of American families and allowed many of my clients to enjoy life now. SMART does not recycle the same old financial planning ideas. By applying SMART strategies, I focus on strategies used by financial institutions, top executives, and the wealthy elite, to ensure my clients are well taken care of. Get in touch with me to discuss how SMART strategies are the best option for you today.

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401K Planning

I specialize in converting 401k's and 403b's into risk-free products. Taxation could be a client’s worst enemy when it’s time to retire, and most feel that the tax rates in the future will rise. I uncover the problems that most of my clients have with their 401k's and IRA's provisional income to prevent these concerns ahead of time and make living easy. Contact Hunterdon Hills Financial today.

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Contact Us Today

Get started today with a complementary consultation. Leave the hassle of retirement and 401K planning to the experts. Contact us today to begin your financial planning journey.