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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. 

Did you know that a staggering 67% of American families are without a written financial plan, and 25% have no financial plan at all?

Statistic courtesy of research from ©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.

Preparing Your Finances for Parenthood: A Simple Guidefor New Parents

Preparing Your Finances for Parenthood: A Simple Guidefor New Parents

If you're thinking of starting a family, preparing your finances is crucial for what comes next.

Follow this simple guide to make sure you are prepared before the arrival of your little bundle of joy!

10 Common Money Mistakes Young Families Make EVERY DAY

10 Common Money Mistakes Young Families Make EVERY DAY

(And 3 EXCLUSIVE tips to avoid them!)

Starting a family is a significant milestone in life. It brings joy, love, and countless responsibilities. One of the most crucial aspects of family life is managing finances...

Click the link below to continue reading!

Unlocking Financial Success in Your 30s: 3 Exclusive Tips to Help Boost Wealth

Unlocking Financial Success in Your 30s: 3 Exclusive Tips to Help Boost Wealth

#3 will surprise you!

Ready to take the next steps towards building your family's future? With these three exclusive tips (wrapped into a convenient 43-page download!) you'll be prepared for what comes next.

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.

Complimentary Free Resources & Tools

Complimentary Free Resources & Tools

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

Here's a list of complimentary 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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