Thomas Duffy| CFP®, MBA
Jersey Shore Financial Advisors, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Tinton Falls, NJ 07724
Forrestal Village - 116 Village Drive
Princeton, NJ 08540
999 Riverview Drive
Totowa, NJ 07512
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Tom is a past member of the Board of Directors of the New Jersey Chapter of the Financial Planning Association completing service to the Board in 2012 as Chairman. The Financial Planning Association of New Jersey is the voice and the premier resource to the public and our members on issues affecting the Financial Planning profession.
Tom serves on the Board of Directors of the Eastern Monmouth Area Chamber of Commerce (EMACC) and is the Co-chair of the Small Business Networking committee. Through the active participation of its members and the efforts of its professional staff, EMACC provides the leadership and forum to focus on issues such as legislation, responsible economic growth, tourism and cultural activities, civic interests, professional development and educational opportunities.
Tom is also an adjunct instructor of financial planning at William Paterson University, Wayne NJ and at Rutgers Business School, Newark, NJ.
complexity of financial markets, it is essential to work with a financial advisor who can help you to achieve your life goals.
However, you will want to select someone who
is exceptional, someone who will go beyond the traditional client/advisor relationship and seek to truly understand your needs, concerns, and aspirations.
As you focus on defining and designing your unique version of “quality of life,” it will be important for you to choose a financial professional who is “life-centered.” That means he or she is dedicated to understanding your unique history, circumstances, life transitions, values, and priorities in order to make the most appropriate financial planning recommendations.
Fortunately, there is a small, but growing cadre of advisors who are turning to this more holistic
approach to client services. These forward thinking professionals are pioneers in a trend of integrating financial planning and life planning.
Rather than the traditional financial conversation focused on “more is better,” these unconventional financial planners will demonstrate a genuine interest in helping you to achieve your life goals.
Thomas J Duffy, CFP is one of these advisors where you, your family, your story is vastly more important than your money.