Looking for an experienced financial planner

D

djm

Well-Known Member
Way off topic here. I'm not happy with my current financial planner so I'm giving him the boot! I'm looking for someone in Central NJ with experience and references. I'd prefer someone who knows about SDIRAs and non traditional investments but that's just a 'want' not a 'need'. Thanks in advance!!🙂
 
My guy is down your way, if you'd like PM me who your guy is and if its not the same as me I'll tell you who my guy is. My wife and I are very happy with our guy.
 
Send me a PM with all of your account numbers and I can write you a clear and concise plan for the future of your finances 😀
 
rlb said:
Send me a PM with all of your account numbers and I can write you a clear and concise plan for the future of your finances 😀
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I would but my current planner has my money tied up buying a bridge in staten island. 🙂

olegbabich said:
1 Watch Mad Money
2 Listen to Jim Cramer
3 Do opposite of everything he says
4 Make lots of $ 😀

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Never became a fan of the show. Too much hype for me.
 
djm said:
Way off topic here. I'm not happy with my current financial planner so I'm giving him the boot! I'm looking for someone in Central NJ with experience and references. I'd prefer someone who knows about SDIRAs and non traditional investments but that's just a 'want' not a 'need'. Thanks in advance!!🙂
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Hi, when you get a chance please give me a call 973 726-4600 x223

Edmund D Tschopp CFP, Mountain biker
 
Making good investment decisions is a constant struggle. I know this is an old thread but I could use some suggestions once again.

More money = independence = more bike rides
 
Lots of variables here. Your age, risk tolerance, how much and what kind of debt you have and so on.

If you work in private sector and are not dependent on Tax Payers for your retirement, plan on saving(investing) 20-25% of your household income. That is all the time, every pay check, market up, market down. Automatic deductions are the way to go.

With Trump here for next 4 years, I'm betting on:

Cement, Heavy Equipment, Construction, Defense and Aerospace, Coal.

Coal is a long shot but I'm willing to risk a little bit. I lost almost everything I had in Coal last 2 years.

I'm also a big fan of companies paying good dividend back to share owners.
Verizon, Altria, Phillip Morris- thank you for smoking and talking on your cell while driving

Good luck.
 
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