Financial Planning Solutions


With over 15 years of experience, Jersey Shore Portfolio Management is your true full-service provider.

Plan for your retirement with confidence

At Jersey Shore Portfolio Management we have a fiduciary responsibility to all of our clients.

Utilizing MoneyGuidePro*, our collaborative financial planning experience, and what you want to achieve with your retirement portfolio, over the course of a few short phone calls, we can map out your future cash flow needs and set you on a reliable path towards a retirement you want. With MoneyGuidePro, you can view and track your progress online as retirement gets closer.

We Place The Highest Emphasis On Financial Planning And The Retirement Planning Process.

At Jersey Shore Portfolio Management we know that our more advanced trading strategies are not suitable for everyone. If you wish to pursue absolute return through one of our more active strategies and have other financial planning constraints that you need to work within, we are here to help. We frequently coordinate with other advisors of our clients to ensure our accounts are managed with respect to exterior financial planning concerns. 

For potential investors with complicated estate, tax, and insurance planning issues, we have a vast network of specialists that we can turn to in order to be sure you are getting accurate and up to date advice in these important and closely related fields if we don’t have the answer for you ourselves.

Please click below for our downloadable Financial Planning worksheet. This form can be completed by most investors in 1-15 minutes and will save time during the advisory process. Once completed, please scan and fax or email back to us for review.

**Financial planning services with MoneyGuidePro are provided free of charge to all existing and incoming Private Advisory Clients.