Tel: 732.722.7289

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Who We Help

We help individuals
Individuals

How do you make sense of all the financial decisions in your life? Are you looking for a partner to help you sort through all the options? Are you thinking of retirement planning? Getting married? Divorced? Buying a house? Downsizing? Retiring? Making a career change? Starting a new business? We can help. We specialize in partnering with our clients to help you make the best choice for your unique situation.

We help families
Families

Ensuring the safety and security of your family is a big responsibility. Planning for your financial goals and preparing for life’s unexpected surprises are important steps in providing for your family. Are you saving adequately for retirement? What will your retirement look like? Do you have other goals? College? A vacation home? We will partner with you to tailor a plan and guide you through the process of fulfilling your goals and securing your families’ future.

We help small business owners
Small Business Owners

Many small business owners are experts in their field but are looking for a trusted financial advisor to help solve cash flow and planning issues. We offer assistance with reviewing business plans, cash flow management, liability protection, tax considerations and exit strategies. In addition, we can help with retirement planning for both the business owners and their employees including 401(k) retirement plans. With 401(k) planning, we educate both the owner and the employees on successfully planning for their retirement.

clock iconHourly Services

Have a simple question? Financial Futures offers hourly services to answer simple specific questions you may have regarding your finances.

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For more information about how Financial Futures can help you, please print our summary brochure for a complete list of services.

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