Our area of specialty is Retirement Income Planning. In this area, demographics are such that 10,000 people turn age 65 on a daily basis and while people come from all kinds of backgrounds and walks of life, everyone has the same concerns when it comes to retirement. The real issue is how to identify the goals you have for retirement and position everything else so that you can achieve them. For the folks who decide to work with us, it is a several meeting process to arrive at the final plan. However, like so many other things in life, as you go along things change and therefore plan needs to be changed. It is a fluid process which is why I insist that we meet with each other at least once per year. Some people like to meet quarterly to review things. And that is great. My philosophy is to accommodate everyone, because these are the most important decisions of your lives.

We are very experienced in family needs planning as well as the myriad of business issues. When it comes to the legal issues surrounding life insurance you will not find a more knowledgeable company. Whether it be in the estate planning world or issues surrounding business owners and executives, this is all we do. Why not work with the pros as opposed to an agent who only sells the occasional policy?

Cherry Hill Financial, as advisors believe that our value comes from listening carefully to what our clients say, their needs and of course their wants. Cherry Hill Financial uses decades of experience to tailor a program that will best meet their needs.

When you work with Cherry Hill Financial, every client receives 7 day a week access to discuss any urgent questions or concerns. Cherry Hill Financial believes that the client should have constant access to their advisor. Cherry Hill Financial is one of the few firms in the country that is open on the weekends. We are here to provide you the best and quickest customer service in the industry today. You will also be scheduled for twice-a-year strategy sessions, to discuss your portfolios to maximize your returns and for you to understand where and why you are invested in certain places.