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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Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. 1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an...
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...