For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life.
Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later.
I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table.
That is why I founded Supportive Financial, LLC.
A New Jersey Registered Investment Advisory firm specializing in Annual Tax Planning, Social Security strategies, and Required Minimum Distribution planning.
Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent.
Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations.
If after our discussion, I am not the right person for you, I will help you find someone who is.