182 Route 537,
The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
Managing Partner & Holistic Financial Planning Coach
Ascendancy Financial Group - Colts Neck, NJ | Naples, FL
As a firm believer in comprehensive planning and a power user of eMoney planning tools, I understand my client's goals and the family dynamics that shape their current situations.
I will explore all possibilities of where you would like to be in the future and work my very best to get you there - all while planning for life's many inevitable surprises along the way.
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of my process, and my team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide white-glove, yet cost-effective financial strategies that are designed to help you realize your financial goals. Whether it's developing a financial strategy, implementing needs-based insurance strategies or preparing detailed asset allocation analysis, my mission is to provide the most innovative and practical financial programs for all of my clients.
Platforms & Accounts designed specifically to address clients’ long & short-term needs within IRAs, 401(k), 403(b), 457, & Non-Retirement plans.
A holistic approach to financial planning using cutting edge financial planning software.
We pride ourselves on the private wealth management experience our clients have in working with our team.
We have access to a complete suite of insurance products across a vast network of many carriers.
Invest in your child’s future with tax-advantaged accounts designed specifically for education savings.
Our experts can help you find a Small Business Health Insurance plan that fits your needs.
Ascendancy Financial Group is a full-range financial services and wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
At Ascendancy Financial Advisors I create strategies that are tailored to your needs and goals. I use a straightforward and steady approach to investing - first by understanding your unique goals, and then developing long-term investment strategies designed to help you reach them. Combined with our firm's over 150 years’ collective experience, unique insights, innovative and proprietary investment strategies, and belief in ongoing and open communication will pave the way for your partnership with Ascendancy Financial Group to flourish. Our decades of industry experience have prepared us to guide you through your life transitions - so you can stay true to your goals. We believe values matter, and we live by ours every day. Trust. Honesty. Integrity. Find out why our clients love us!
The most important work I do is getting to know who you are. I listen, learn, and build on your existing assets – respecting the choices you’ve already made. My teams and I offer over 150 years collective experience, which allows us to make the most of and provide the most meaningful use of our clients' time.
And my experience enhances your experience. I place great focus on understanding my client’s needs, and together we work find a path that will help you navigate all of life’s journeys - while at the same time adjusting investment & risk management portfolios that will always remain in alignment with my client’s best interests.
To make certain my clients have the most efficient plans possible, while preserving the value of their estates, my teams and I offer customized guidance and proprietary strategies that allow our clients to experience the distinguished difference that having financial peace of mind can make.
My mission is simple: to provide innovative, holistic and practical financial programs for my valued clients and their families for many years to come.My goal is to educate you on your options – and when you have questions, I’ll be ready with answers and the options to help you achieve your goals.
I always strive to develop ongoing relationships with my clients so we can review and revise their financial strategies through each stage of life. It is this long-term commitment that has solidified my reputation for professional excellence and reliability, and is what gives my clients the high-level of confidence they deserve.
This commitment involves consultative meetings to examine your current situation and financial needs, education on a wide variety of financial subjects to help you make informed decisions, development of strategies designed to help meet your short-medium-and long-term goals, Implementation of strategies through financial products and services appropriate to your circumstances.
We track your progress. With products and services designed for you at every stage of life, we explore all possibilities of where you'd like to be in the future and work to get you there by helping you understand financial performance and, more specifically, progress toward the goals you’ve shared with us.
Our commitment is to stay in touch. We are here for you, and always want to hear how your life is progressing and changing. Communication is key when factoring in many of life's surprises, and keeping in touch along the way allows us to provide all inclusive and holistic financial planning. Our desire is to enhance your well-being through peace of mind, so you can live the life that’s most meaningful to you.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."
Check out our videos on "Preparation: the Key to Retirement", learn how to manage your "Retirement Accounts When You Change Jobs", and have a little fun while learning "How to Bake a Pie-R-A".
Gain key insights from our free eBooks with helpful guidance for every stage of life - whether you are "Just Starting Out" , "Getting Married", "Raising a Family", or getting ready to enjoy your "Golden Years".
And so much more! Feel free to contact me with any questions you may have along the way. There are great insights for all!
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor.