Woodbridge, NJ
Website: www.richplanninggroup.com
Our mission is to help our clients accumulate, protect, and distribute their wealth throughout their life time via a holistic planning approach. We are able to serve all of our clients financial needs including asset management, retirement and estate planning, life insurance, long term care and disability insurance, business planning and employee benefits.
My team and I pride ourselves on creating an exceptional client experience by understanding your unique situation, educating you on potential options, and tracking your progress to pivot your overall strategy in an ever changing world.
Each financial strategy is customized based on our client's needs and goals and presented via products or services from hundreds of our investment and insurance partners.
Why clients decide to work with my team:
- Registered Investment Advisor
- Holistic planning approach
- Personalize portfolio management with institutional expertise
- Frequent review meetings
You can learn more about our team by emailing joseph.b@richplanninggroup.com or calling 732-326-4923
R.I.C.H Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Ca Insurance Lic# 4267561