Our Services

Barnegat Bay Financial Group (BBFG) specializes in holistic financial planning.  We help families grow and preserve their net worth while integrating it into their lives. At BBFG, we stress the family aspect.  We believe that financial planning is deeper than serving a person, business owner, or couple.  The decisions that are made generally affect more than just that person or couple but rather the whole family.  

Investment planning is a pillar of any financial firm.  We help people align their goals, objectives, and lives with their money.  Through LPL, the advisors at BBFG offer a wide array of investments ranging from mutual funds, stocks, bonds, managed accounts, hedge funds, private equity, amongst others. 

BBFG also specializes in retirement planning, focusing heavily on distribution of money in retirement and social security. We believe social security planning is one of the most important decisions for retirees.  It is a one -time decision that could add or subtract a significant amount of money over one’s retirement.  The best part, social security planning takes a minimal amount of time!  

We offer a wide array of services for younger clients as well, one being college and education planning.  Like social security, college planning is an often ignored area in the financial business.  We help people stay calm and focused during a very hectic time in a family and young person’s life. We will help a family narrow down the choices and make the right decision with their child when it comes to which school and what scholarships, grants, and aid to apply for. 

Whether you are looking for help with your investments, advice on estate planning, or insurance analysis, we will sit down with you to create a custom plan.  We take time doing the due diligence now so you don't have to later!

 


Contact Us for a consultation today!