Associated Financial Planners, LLC is an independent financial planning firm located in Spring Lake Heights, NJ. Our experienced financial planners are dedicated to working with our clients, providing financial advice and developing financial plans with the utmost diligence and integrity.
We are not tied to any one company. We can use a wide array of companies and products to fit any client need. This allows us to find solutions that fit with our clients goals.
We look at all aspects of our client’s finances to be sure the recommendations are consistent with the overall financial goals. Looking at one area of someone’s finances, without taking into account their entire financial solution, can lead to costly mistakes.
[AFP Service areas]
Customized / Client-Specific
We develop each plan specific to each client’s situation and goals. “Talking heads” and so called “financial experts” on the internet, tv, and radio many times give blanket advice. But, great advice for one person may be terrible advice for another.
Our goal at AFP is to help our clients. Period. We develop long lasting, trusting relationships with our clients because we are looking out for them first. With all of the negative surrounding the financial world these days, we see our role as financial planners is to advise our clients on how to avoid the costly mistakes and navigate the complex, sometimes predatory financial world. Our clients will never feel pressured or experience high pressure sales techniques that so many have endured at other financial institutions. We do as much listening as we do advising to be sure our client’s needs and goals come first.