(609) 921-0180 Home Our Services About Contact Us Clients Market Commentary Blog Financial Planning We believe in a comprehensive approach to financial planning and prepare full financial plans, however we also provide financial planning if a particular issue is of immediate concern to you, such as retirement funding or a review of your current portfolio. Other areas of your financial plan may be added as you are ready. The fee for financial planning will be quoted to you in advance and is determined based on the complexity of your financial situation and the time estimated to complete the project. We also provide hourly consulting for clients who need advice on just a few key issues or would like a second opinion. Typical financial planning projects include: Investment Portfolio Consulting: We can make recommendations to rebalance your existing portfolio and for additional investments. You will be responsible for the implementation and monitoring of the plan. Retirement Funding: We can make recommendations regarding the amount you need to save for your retirement. We consider your current level of savings (including additions to company retirement plans and IRAs) and factor in social security payments, pensions, and other income. We are then able to determine the additional savings you will need based on your annual estimated living expenses. Stock Option Exercise and Diversification: Stock options are an important and frequently misunderstood segment of investment. We can help you evaluate the exercise decision and holding periods for options. We also provide investment advice regarding diversification and management of the stock holdings once you exercise. Contact Halberstadt Financial Consultants, Inc. Office: (609) 921-0180 Fax: (609) 921-8301 50 North Tulane Street Princeton, NJ 08542 cavagnaro@halbfin.com Quick Links All Articles All Videos All Calculators All Presentations The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Disclaimer | Privacy Policy