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The Professional Advice Puzzle

When you enter the 6 Steps to Financial Freedom Seminar, the first thing you’ll notice is that nobody is there to sell you anything! We’ve brought together the area’s most knowledgeable and respected industry experts by invitation only…professionals who are dedicated to educating attendees on the proper tools and techniques to set them up for long term sustainability.

Each professional is set up at his or her own table awaiting your one-on-one questions in their area of expertise:

Certified Public Accountant
Credit Expert
Estate Planning Attorney
Financial Planner
Life Insurance
Mortgage Company
Real Estate Attorney

Certified Public Accountant

Rely on your accountant for expert advice on all financial aspects of your life — from minimizing tax implications to recommendations for filing taxes in a way that best fits your financial needs.
Whale Kesslelman & Padgett PC
Thomas J. Whale
Phone: (732) 945-5995
Click Here to Learn More

Credit Expert

Is your credit in the best possible shape to qualify for a car loan, credit card, or even a mortgage? A credit expert can help you understand your credit report, and if necessary walk you through the steps necessary for improving your scores and your creditworthiness.
Better Qualified
Paul Oster
Phone: (888) 533-8138
Click Here to Learn More

Estate Planning Attorney

It is critical to properly plan to protect your estate. An attorney who specializes in estate planning will help you protect your family and the assets you’ve worked hard to build.
Zager Fuchs, PC
Richard Angelo
Phone: (732) 747-3700
Click Here to Learn More

Financial Planner

No matter what age you are it always makes sense to work with a financial planner. These professionals work with you to make the proper investments and decisions to meet your overall financial goals.
TOMORO
Dominic
Phone: (732) 528-2231
Click Here to Learn More

Life Insurance

A major component of financial planning is ensure that both income and livelihood are protected. There are many different types of life insurance products that help to make this happen, whether it is for an individual or a family.
TOMORO
Seth M. Amdt
Phone: (732) 528-2231
Click Here to Learn More

Mortgage Company

There are many different types of loan programs out there, so it is critical to pick a program that aligns with your family’s financial goals and tolerance. Your mortgage consultant can help you evaluate these options to make sure you make the best possible decision.
CrossCountry Mortgage, Inc.
Lawrence Montani
Phone:(732) 455-8990
Click Here to Learn More