1108 Barclay Blvd Marlton NJ 08053 856-794-3511 JSilvagni@EvolutionFG.com .
Navigating Your Financial Future:
Guidance On Your Path To Financial Freedom
Powered By:
✨ Your Financial Roadmap
Every journey needs a plan. Whether you’re preparing for retirement, saving for college, minimizing taxes, or protecting what you've built — your financial future deserves more than guesswork. That’s where Your Financial Roadmap comes in.
It’s not just one strategy. It’s a combination of smart moves designed to fit together and guide you toward your goals. Scroll down to explore the key areas that make up your customized plan — and how we can help you bring it to life.
📊 Budgeting → 🎓 College → 💵 Tax Planning → 🧓 Retirement → 📈 Investing → 🛡️ Protection → 🧠 Social Security
Not sure where to begin or how all your financial decisions connect?
Comprehensive Financial Planning
It’s tough to feel confident when your finances feel disorganized or disconnected. We bring clarity by helping you build a personalized, all-in-one financial strategy — tailored to your goals, income, and future.
Key Solutions:
✅ Create a living, flexible financial plan
✅ Identify and prioritize your financial goals
✅ Optimize cash flow, savings, and debt management ✅ Coordinate investments, insurance, taxes, and more ✅ Gain peace of mind with ongoing guidance
College / Education Planning
Worried about overpaying for college or draining your retirement to afford tuition?
Paying for college doesn’t have to mean going broke or taking on massive debt. We help families build smart strategies that align education goals with long-term financial well-being — while still preserving other priorities like retirement or homeownership.
Key Solutions:
🎓 Estimate your real college costs early
🎓 Learn how financial aid formulas actually work
🎓 Use tax-advantaged tools like 529 plans wisely
🎓 Compare funding options — savings, loans, grants
🎓 Coordinate college strategy with your full financial plan
Tax-Efficient Strategies
Lower your lifetime tax bill with smarter, forward-thinking planning.
Taxes can quietly drain your wealth over time. We help you reduce your tax exposure today and tomorrow through efficient, strategic planning.
Core Highlights:
✅ Convert taxable income to tax-free retirement income
✅ Reduce capital gains exposure and future tax brackets
✅ Leverage Roth accounts, IULs, and 529s
✅ Create tax-free legacy strategies
✅ Align income distribution with tax efficiency
On a scale of 1 to 10, with 1 being the most important and 10 the least; How important is implementing tax-avoidance into your overall financial plan?.....
...What steps have you taken in this regard?....
Have You Saved Enough for Retirement?
Retirement Planning That’s Built to Last
Retirement isn’t just a date — it’s a phase of life that needs a reliable plan. Whether you're close to retiring or just getting started, we help you create an income strategy that supports your lifestyle, protects against risk, and adjusts as life changes.
What Retirement Planning Covers:
🧓 How much you’ll need — and how to get there
📊 Aligning savings, Social Security, and pensions
💸 Creating predictable income & managing distributions
🛡 Managing risk from markets, inflation, and healthcare
🗓 Preparing for lifestyle goals, travel, and future needs
Investment Planning
Investing isn’t one-size-fits-all. We help you create a strategy that matches your goals, timeline, and risk tolerance — so your money grows with purpose, not just pressure.
🔍 Goal-Focused Strategies
Match your investments to what matters most — from retirement to college.
📉 Risk Alignment
We help you understand your comfort level and choose investments accordingly.
🕒 Time-Based Allocation
Different goals have different timelines — we match them with the right tools.
📈 Ongoing Adjustments
Markets move, and life changes. Your plan should adjust with both.
Create a Strategy That Grows With You
Asset Protection
You've worked hard to build what you have. Now it's time to protect it. From lawsuits and long-term care costs to taxes and legacy planning — we help you create a financial safety net that shields your wealth without sacrificing flexibility.
Where protection meets Planning:
🛡 Limiting legal liability and business exposure
💸 Preparing for long-term care and medical costs
🏦 Reducing estate and wealth transfer taxes
📉 Creating buffers against market volatility
👨👩👧👦 Coordinating trust, insurance, and succession strategies
Protect What You Have Built
Social Security Optimization
Claiming Social Security isn’t just about age — it’s about strategy. When you claim, how it affects your spouse, and what other income you have all play a role. We help you make the most of your benefits, in the context of your entire financial plan.
Key Factors to Consider:
📆 The best time to start collecting — and why
💑 Spousal and survivor benefit strategies
💼 How working in retirement can affect benefits
📉 Taxation of benefits and how to reduce it
📊 How Social Security fits into your bigger retirement income picture
What You Can Expect
One to One Financial Advice
We begin with what matters most to you — and provide guidance to support informed, confident decisions.
Personalized Recommendations
Provide recommendations based on your individual goals, portfolios and life events
Regular Meetings
We document your goals, meet regularly to review and examine your progress, make any changes as life happens and keep track during your journey.
ANytime Access
Have access to your investments and accounts from almost anywhere.
Upcoming Events
Online presentationsLearn more about steps to take that may help you to become financially free.
Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as well as products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators make a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The presenter of this information is a registered representative of GWN Securities, Inc and a Independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.
About
Meet Maui & The Pack
Maui isn’t just the name of this business — he was the heart of it. A loyal Doberman with a kind soul and fearless spirit, Maui was more than a dog — he was family. Over the years, I was lucky to share life with a pack of unforgettable dogs. (Their pic is on this page) Though they’ve all passed, their memory and energy are part of everything I do — including how I show up for my clients.
Why the name Maui?
Because I believe in loyalty, trust, and always being there for you — just like he was there for me.
Everyone’s financial journey is different. Before making decisions that will shape the next 20–30 years, Jay Silvagni invites you to get answers tailored to your situation. As a Financial Professional, Jay focuses on helping clients create and navigate their financial future through thoughtful planning and strategic solutions.
Jay has worked with small business owners, educators, families, real estate investors, and realtors as part of a holistic approach to financial planning. Before joining Evolution Financial Group, he advised clients at GWN Securities and Mutual of Omaha, building experience in both investment and insurance strategies. A former football player, Jay believes success comes from teamwork, both on and off the field.
Jay earned his degree in Finance/Economics from Rowan University. He’s a proud dad to a Florida Atlantic University graduate and geologist. In his free time, Jay enjoys spending time in the gym, helping shelter animals, drumming, practicing Krav Maga, golfing with friends and colleagues, and giving back through the Elks and Knights of Columbus by supporting seniors and community initiatives.