My name is Tom Duffy, I am the owner and principal wealth manager Jersey Shore Financial Advisors.
Our focus is working with folks in transition especially retirees, soon to be retirees, newly single and those that are considering downsizing/relocating. These folks are in need of a comprehensive planning that will help with issues like the timing of Social Security benefits, figuring out whether they’ve got enough money for their retirement, how to do the actual retirement transition, and then coordinating the liquidation of the retirement accounts and brokerage accounts to replace their paycheck and sustain retirement spending.