Specialties
About Me
Almost everyone I meet is afraid of becoming a burden to their family.
I work with those people to custom design a financial roadmap to avoid becoming a burden before, during, and especially at the end of retirement. This is especially true for newly single adults, contemplating a "new" set of circumstances for which they had not planned. Working with me means having a guide to help you clarify, organize, and prioritize your financial life decisions. I do my best work with: A recent (or soon to be) divorcee, widow or widower. OR Couples within 5 years of retirement with “different” money management skills, interest or approach. OR Couples where one spouse handled all the money decisions and can no longer be relied on due to illness or death. AND 1. All your assets (real estate, investments, retirement etc.) total a million or more. 2. It’s important to you to maximize the amount of wealth that passes to your family/charity rather than to the IRS or a nursing home. 3. You are comfortable paying a flat fee, covering planning AND investment management: I do not work for an insurance company or investment firm. It’s just me and you. In fact, I will put in writing that I am a fiduciary and will put your interests first.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, TPCP, CRPC, CDFA, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. This material is for information purposes only and is not intended as a solicitation to effect securities transactions. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Thomas J Duffy, CFP®, MBA, CRPC®, CDFA® is a NAPFA™ registered financial advisor.