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Holistic Financial Planning

Manage Your Wealth | Build Confidence | Find Financial Peace of Mind

You Deserve Holistic Financial Planning

That Is:


Personalized Morristown, NJ Simon Quick Advisors

Personalized

You seek tailored financial solutions, not a “one size fits all” approach. We’ll develop a plan based on your distinct goals and circumstances.

Forward Thinking Morristown, NJ Simon Quick Advisors

Forward Thinking

From addressing your spending and saving habits this month to developing a legacy for future generations to enjoy, we have the know-how and experience needed to fully assist with virtually every aspect of your financial life.

Integrated Morristown, NJ Simon Quick Advisors

Integrated

We’ll work closely with your attorney, accountant and other professional advisors to ensure the planning and implementing of your financial plan is a seamless process.

Our Solutions Include

Financial Planning

Encompassing every aspect of your financial life today, tomorrow, through retirement and beyond. We’ll develop, initiate and continuously monitor a holistic financial plan based on your unique needs. We’ll coordinate with your other trusted professionals to ensure cohesiveness across each aspect of the plan, and we’ll address new or evolving concerns as they come.

Estate Plan

For many, leaving a legacy behind for children, grandchildren and charitable organizations is the greatest gift sound wealth management can bring them. Working in tandem with your trust and estate attorney, we’ll make sure your estate plan is reflective of your assets today and consistent with your investment plan.

Philanthropy

If you and your spouse are focused on giving generously to organizations and charities close to heart, we’ll help define and clarify your philanthropic goals while structuring and implementing a plan. We’ll work together closely with your accountant and estate attorney to ensure we’re making the most of any tax minimization opportunities and consider the future of your giving. We also provide assistance with board governance policies and offer valuable insights into private foundation management

Tax Strategies

Taxes are often one of the largest expenses for those who have accumulated significant wealth, but they’re also one we can work together to minimize. We’ll recommend tax-efficient investment strategies and work with your trusted tax professionals year-round to develop proactive tax strategies.

Risk Management

It’s important to protect the ones you love and the assets you’ve worked hard to accumulate. We’ll conduct a life insurance analysis as well as a review of your property/casualty insurance to help make sure your current policies are well-suited for your needs. If needed, we can also offer assistance with the inventory, appraisals and protection of your valuable collectibles.

Liability Management

If you’re currently paying down a mortgage or other large loan, we can review your lines of credit and offer our assistance and advice in restructuring or renegotiating more favorable terms if needed.

Family Office Services *

When you are part of a successful family, the intricate details of wealth and lifestyle management can be overwhelming. Our team provides a wide variety of services to clients, including lifestyle management, income tax planning and preparation, accounting, estate tax planning, and multi-family real estate management.

* Family Office Services are not included in our standard fee.

Interested in Learning More

About Our Financial Planning Services?

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