Concierge Financial Planning, LLC

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Financial Planners, Financial Planning Consultants, Financial Services

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(908) 756-3553Call Visit WebsiteVisit Website Map & DirectionsDirections1371 Cooper RdScotch Plains, NJ 07076

Hours

Regular Hours

Mon - Sat:	9:00 am - 5:00 pm

Places Near Scotch Plains with Financial Planners

Plainfield (3 miles)
Westfield (5 miles)
South Plainfield (5 miles)
Woodbridge (10 miles)
Linden (11 miles)
Edison (12 miles)
Springfield (13 miles)
Union (13 miles)
Piscataway (13 miles)
Summit (14 miles)
Elizabeth (15 miles)

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Expert Advice for All Walks of Life

General Info: Concierge Financial Planning is an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Scotch Plains, New Jersey. We specialize in providing hourly, as-needed financial planning and guidance to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.
Email: Email Business
Extra Phones: Fax: (908) 756-1197
Associations: Member Garrett Planning Network Member Financial Planning Association
Other Link: http://www.conciergefinancialplanning.com
Categories: Financial Planners, Financial Planning Consultants, Financial Services
Other Information: Parking: Lot

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Details

Phone: (908) 756-3553

Address: 1371 Cooper Rd, Scotch Plains, NJ 07076

Website: http://www.conciergefinancialplanning.com

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Concierge Financial Planning, LLC

Tax Planning
Estate Taxes
Roth IRA
“Should I be converting to a Roth IRA?” asked John recently during our Getting Acquainted Meeting. His is the second most frequently asked question I’ve had over the past six months from both existing and potential clients, so I wasn’t surprised. The media has been focusing on the Roth conversion over the past year and everyone is wondering how they can take advantage of the opportunity.
Income Tax
First I focus on your goals, objectives, priorities and values. For instance: the reduction of current and future income taxes may be an immediate goal, funding a quality education for your children and/or grandchildren may be an intermediate goal, and enjoying a secure financial future in your retirement years is likely to be one of your most important long-term goals. Another great goal in life for some people is creating wealth and/or leaving a legacy for your chosen beneficiaries or charities. You may already be on the road to meeting these objectives and simply need a new strategy, professional insight, or to fine-tune your plan. You may just be starting out, or you may be somewhere in between. Whatever your unique situation may be, everyone needs a periodic assessment of where they are on the road to meeting their financial goals. That’s why we do an in-depth review of your current financial situation. Next, you need to know how you can set about achieving (or continue working toward) your financial goals. By focusing on cash flow, investments, taxes, pensions and retirement plans, estate planning, insurance issues, savings opportunities and other general financial matters, we design a customized financial plan for you. Finally, to achieve the intended results, you must implement and monitor your plan.

Mutual Funds
While I do not sell financial products, I will offer specific recommendations and opinions regarding the purchase of the various financial products that may be appropriate for you. So, if you need to obtain an insurance policy or a new mortgage, invest into a portfolio of mutual funds, or find an estate planning attorney or tax professional, I can direct you to the resources you need and/or help you obtain these products and services.
Bonds

Cash Flow Analysis
Retirement budgeting and cash flow analysis: establish your current expense profile and project retirement expenses, both static and variable. Determine when you can safely retire.

Financial Planning
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ann Minnium, Principal, Concierge Financial Planning, LLC, and her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by any member Concierge Financial Planning, LLC. Fee-only financial planning and investment advisory services are offered through Concierge Financial Planning, LLC, a registered investment advisory firm. The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of New Jersey, the state in which Concierge Financial Planning, LLC is licensed. (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are licensed).
Retirement Planning
I work with people from all walks of life, providing Fee-Only financial and retirement planning and advice for everyday life. Clients have the flexibility to engage me on either a one-time, as-needed or ongoing basis.
Annuities
Decumulation and distribution planning: methodologies to prolong portfolio life and increase wealth. Effective use of annuities and dynamic withdrawal strategies.
Long Term Care
Long term care planning: visualization and analytical tools are used to portray your plan and portfolio success with and without a long term care event. Recommendation of strategies for dealing with long term care event risk.
Asset Management
Portfolio design, asset allocation, and specific investment advice to help you build wealth, reduce risk, and maximize the stability and sustainability of inflation-adjusted retirement cash flows.

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