Financial Planning in Washington Township, NJ

Why Us?

 

Our mission at Maxwell Forsman Investment Services Inc. is to provide the light that seeks to guide you to financial solid ground.  Our financial advisors are dedicated to serving the community members of Washington Township, NJ and the surrounding tri-state area.

The advisors at our firm will take time to get to know you, your current financial situation, and your financial goals in order to help you charter a course to work toward meeting them.  Financial planning requires an understanding not only of the destination, but also of the point of departure and the course of action to work toward getting there.

Financial planning includes many things, and our financial advisors will help you determine which ones are most relevant to your situation and goals.  We are eager to assist you through your financial journey.

 

If you are having any trouble accessing any information on our website, please give us a call at (856) 582-3500 or email at danielle.forsman@lpl.com

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Our Services

 

Investment Planning

We will help you build and manage a diverse portfolio of investments based on your financial goals and your tolerance for risk. We offer a full array of investments from stocks, bonds, mutual funds, UITs, ETFs, and annuities, along with life insurance.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. All the more reason to sit with an advisor to plan early for those future retirement years.

 

Insurance Planning

As part of your overall financial planning, your life insurance policies should be reviewed annually. We review your entire financial situation including asset protection and utilizing insurance leverage and its many other benefits.

 

Education Planning

Whether you are saving money for your child’s future or you need to figure out how to pay for their education right now, we can help.

 

Estate Planning

Our advisors will help you manage not only your finances, but also your physical assets, both in terms of investment and in terms of inheritance.

 

Business Retirement Planning

Our firm is geared to help businesses provide services for their retiree plan needs. From defined benefit plans, defined contribution plans and employer sponsored 401(k) plans to SEP, Simple and other business retirement plans both qualified and non-qualified, our firm can help design a strategy that addresses your plan needs as well as matching your business budget.

 

Emergency Planning

Financial disaster can strike at any moment, which is why we help you plan for the unexpected and build an emergency fund.

 

Special Needs Planning

Until recently, people with disabilities and their families may have faced a hard choice: either save for the future or qualify for federal disability benefits. That changed under the Achieving a Better Life Experience (ABLE) Act, which was signed into law in 2014. Tax-advantage savings plan for individuals with disabilities can help for long term health care and daily living needs.

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Danielle Forsman |
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Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us 1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected...
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many so-called “savvy investors” would preach to you of their importance. To help you make informed investment decisions, let’s look at three investment factors that, contrary to popular belief, don’t...