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Edit Business | Concierge Financial Planning, LLC
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About Concierge Financial Planning is an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Scotch Plains, New Jersey. Story I specialize in providing hourly, as-needed retirement planning and investment guidance to individuals and families age 50 and over, regardless of their net worth, income or investable assets. As a Fee-Only advisor, I work solely for my clients. Because no commissions are ever received, potential conflicts of interest regarding compensation are removed. I work with people from all walks of life, providing retirement planning and counsel for everyday life. Clients have the flexibility to engage me on either a one-time, as-needed, or ongoing basis. My core belief is that, given the complexity and confusion in today’s financial marketplace, everyone should benefit from professional financial planning advice—whether with a family income of $50,000 or $500,000. As such, the bedrock of Concierge Financial Planning is providing the best quality expertise in the most efficient way possible.
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