Jerry A. Wade LUTCF, CASL®, RICP®

CONNECT

Address:

186 Wood Avenue South Suite 301
Iselin, NJ 08830

Phone:

,(732) 623-5960 Office,(732) 331-4582 Cell

Fax/Other:

(732) 623-5730

Family & Life Changes

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you're trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life; or you may be negotiating a settlement to divide your combined assets—no matter what the situation, you've got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

Here are some options to consider:

529 College Savings

Disability Income Insurance

Individual Retirement Account (IRA)

Life Insurance

Trust Services

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck