COMPLETE

FINANCIAL

PLANNING

THE TEAM
>> Jason Kolinsky, CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
>> Maria Tringali, Director of Insurance
>> David Ciano, Vice President of Investment Services
>> Steven Kolinsky, CLU, ChFC, Managing Member & Founder
>> Chad Kolinsky
>> Janine Kolinsky, Office Manager
>> Connie Poveromo, Executive Assistant

Investment Advisory ServicesEstate Transfer PlanningRetirement Plan ConsultingComplete Financial PlanningInsurance Planning Strategies

Comprehensive Financial Planning in New Jersey

Defining specific goals and developing an appropriate plan to accomplish each of them is an important part of an overall financial strategy. Your goals may include retiring comfortably, funding a child’s or grandchild’s education, evaluating your investment performance, or leaving your heirs the largest legacy possible. There are many ways to work toward each goal. We’ll help identify the approach that works best for you, taking into consideration such factors as your lifestyle, risk tolerance, resources and objectives.

Financial services include:

>> Wealth Management
>> Investment Advisory Services
>> Estate Planning/Wealth Transfer
>> Risk Planning Strategies
>> Retirement Plan Design and Consulting
>> Business Planning Strategies

While tactical planning deals with specific issues, comprehensive planning involves the integration and coordination of all plan elements. As a result, our client services emphasize a balanced look at short-term plans and long-term objectives, the always-changing relationship between risks and rewards, and ongoing evaluations of plan strategies. We’ll keep your plans updated and recommend the necessary adjustments to help meet the changes that life brings.

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