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Lighting the way towards financial freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Lighting the way towards financial freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


Learn More

Lighting the way towards financial freedom

Contact us today to find out how we can help with your financial needs.


Learn More

Financial Planning in Washington Township, NJ

Why Us?

 

Our mission is to be a financial point of light for our friends, neighbors and community. We do this by providing financial products and services to help them manage their financial goals.

We provide a comprehensive review of their financial situation and match it with their goals and objectives, as well as their tolerance for risk. We also alert them to any other issues that might need to be addressed by another professional such as an attorney or accountant

 

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

Team members

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Karen McCreery

Office Manager

Bio
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Dave Maxwell

LPL Financial Advisor

CEBS® , AAMS®
Bio
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Danielle Forsman

LPL Financial Advisor

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 856-582-3500
Fax: 856-582-3600

Email: david.maxwell@lpl.com    danielle.forsman@lpl.com

102 Heritage Valley Drive, Washington Township, New Jersey 08080

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