Nick is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNERTM Professional with Baron Financial Group . The CFP® certification identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® professionals are required to act in their clients’ best interests and have met rigorous professional standards. Nick is also a Fiduciary, and NAPFA Registered Financial Advisor.
Nick and our team of advisors and service professionals work every day to help our clients answer questions like:
- Am I on track for Retirement? Can I continue my lifestyle, and not outlive my money?
- I am single, or recently widowed/divorced, what do I need to do to feel financially secure?
- Have I done the necessary Financial Planning for my Special Needs family member?
|SOCIAL SECURITY : If you were born on or before January 1, 1954, are currently married, or are divorced and eligible for a benefit on an ex-spouse’s record, once you reach full retirement age you may be able to utilize a Social Security strategy not available to everyone. Please feel free to email me at firstname.lastname@example.org and I will be happy to offer you a free phone discussion of this strategy. Disclosure: As always, all Social Security benefits and questions should be confirmed with the Social Security office|
We are an Independent, Fee-Only Fiduciary
Give me a call (201-791-6408) or use the email form below to ask a financial question or to find out if we can help you achieve your goals. It’s free with no obligation.