Financial Plans

Preparation of a written financial plan covering the following topics:

  • cash flow & net worth
  • investment asset allocation
  • risk management
  • income tax planning
  • college projections
  • retirement projections including goals & scenarios
  • estate planning

The firm prepares financial plans on a fixed fee basis.

Cost of a Full financial plan starts at $3,500

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Contact Info

Mailing Address
MJM Financial Advisors, LLC
PO Box 110
Gillette, NJ  07933

Street Address
560 Mountain Avenue - 2nd Floor
Gillette, NJ 07933

Call Us : 908-647-7444
Email :