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Your Financial Roadmap

In the pursuit of those financial goals, it’s important to know your values, identify priorities, understand your options, and implement a strategy. I will provide personal financial service, a GPS so to speak, as we navigate and evaluate your current situation, I will help you make informed decisions for your financial future, that of your family and your business.

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What I offer:

Together, we will create a road map for you. A plan that is in line with your goals, protects your assets and is reviewed at a minimum annually but that can be adjusted as life happens. Remember creating your financial plan is a process not a product. It may include one, some or all of the topics below depending on your individual objectives.

  • Asset Protection - involves implementing strategies and measures to safeguard one's wealth and possessions from potential risks, such as lawsuits, creditors, and financial downturns.

  • Retirement Planningsetting and achieving your financial goals to help achieve a comfortable and financially independent retirement.

  • Investment Managementcreating a strategic financial plan to allocate funds and resources in order to achieve specific investment goals while managing risk effectively.

  • Efficient Tax Planning - engaging financial strategies and structures to minimize or legally avoid tax liability.

  • Education Funding - using a financial strategy to save and invest funds specifically designated for educational expenses, ensuring the availability of resources when needed.

  • Social Security Maximization - "When to Claim?" That is the question. Having a strategy for claiming Social Security can be beneficial to your planning income goal.

  • Family & Estate Planning - A comprehensive approach is crucial for clients to ensure their wishes are safeguarded: crafting wills provides clear directives for asset distribution and guardianship of young children, durable powers of attorney offer protection in unforeseen circumstances, and trusts establish a strategic framework for the efficient transfer of wealth, collectively ensuring the seamless protection and distribution of their estate. C

  • Health & Insurance Planning

  • Personal Financial StrategiesBudgeting or understanding your cash flow, emergency funds and debt management.

Click on a topic to learn more

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J. Silvagni

Financial Advisor

Maui Wealth Solutions LLC

Regional Office:

113 Elgin Ave

Westmont, NJ 08108

(609)332-4918

Disclosures:

J. Silvagni is an Investment Adviser Representative

Investment advisory services are offered through Advisor Share Wealth Management (ASWM) doing business as Maui Wealth Solutions LLC., a registered investment advisor. ASWM, Maui Wealth Solutions LLC and A Financial Road Map operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

​PLEASE NOTE:
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

 

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