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Family & Career Builders

Family & Career Builders, a dynamic community tailored to individuals aged 35-55 who have already established themselves as homeowners and accomplished professionals. At this pivotal stage, growing net worth underscores the significance of proactive retirement planning.

For those with children, we spotlight crucial areas such as college funding and strategic insurance planning. 

Does this sound like you? Here are our tailored services for Family & Career Builders:

Wealth Planning Services

  • Retirement Planning & Saving Strategies
  • Business Management
  • Net Worth Review
  • Life Event Planning

Estate & Taxation Guidance

  • Coordination with CPA
  • Beneficiary Review
  • Wealth Transfer/Trusts
  • Wills & Power of Attorney
  • Philanthropic Giving

Asset & Investment Management

  • Tax Effeciency
  • Stock Options
  • Socially Responsible Investments
  • Annuity Review

Risk Management Services

  • Mortgage Analysis
  • Risk Tolerance Review
  • Life Insurance
  • Debt Management
  • Employee Benefit Review

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Free Resources & Tools

Free Resources & Tools

Not ready to take the next step yet? Don't worry, we've got you covered.

Here's a list of FREE resources and tools available for Family & Career Builders to start your financial confidence journey.

Click on the button below to visit our Client Center, or click on the icons to visit articles about trending topics!

Wealth Management

Retirement Planning

College Planning 

Protection Plans

Eric Stiles, CFP®

Financial Advisor

732-248-9400 x1108

Eric@MaleckiFinancialGroup.com

Series 7, Series 66 Registrations | Life Insurance License: NJ  Eric is a dedicated CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive wealth building strategies for affluent young families in Monmouth County, NJ...

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Let's Get Started

Let us help you find the right combination of financial planning services so that we can help you take care of yourself and your family. 

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