JSPM Financial Planning Solutions

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

We place the highest emphasis on Financial Planning and the retirement Planning Process.

We know that our most advanced trading strategies are not suitable for everyone – this is why we place such a high emphasis on the financial planning process.

If you wish to pursue an absolute rate of return through our active strategies and have other financial planning constraints, please let us know.

We frequently coordinate with other advisors of our clients to be sure our accounts are managed with respect to exterior financial planning concerns.

We utilize MoneyGuidePro* giving you a collaborative, internet-based financial planning experience to provide you with an efficient, thorough, and interactive retirement planning process. Over the course of a few short phone appointments, we can map out your future cash flow needs and set you up on a reliable path toward the retirement you want. With MoneyGuidePro* you can view and track your progress online as retirement gets closer.

MoneyGuidePro® Software Overview - Client Version from MoneyGuide on Vimeo.

At Jersey Shore Portfolio Management, we are a true full-service provider. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with over twenty years of experience personally handling the financial affairs of individual investors and families.

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

See below for an example of the information we will typically be looking to gather to build your plan.

JSPM-PAC-Questionnaire-updated-2024-1.pdf