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Partners Financial Services logo over a modern skyscraper

Partners Financial Group, LLC

507 Jessica Lane
Brick, NJ 08724

Phone:

732-281-0900

Fax:

732-281-0901

E-mail:

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

"Working With You, Working For You."

Our group of Independent Financial Advisers has over 70 years of combined experience in the financial services industry. Our client-focused approach is geared towards the individual needs of each client offering a range of solutions from simple asset reallocations to complex financial program construction. While working with our clients through the development stage of their program into the implementation stage, they are continually educated and always an informed integral part of the process. 

Our combined client base is a diverse mix ranging from young individuals or couples beginning their life's journey to the individual or couples about to embark on the adventures of their "golden years" and beyond.  Whether it's advising the small business owner or helping set up a legacy, our ability to guide our clients through life's various financial stages is complemented by our approach to providing consistent exceptional client service.  It is with pride that we see our multi-generational client base emerge from the trust placed in us.

Whether our clients are purchasing a home, building assets to accomplish their goals, educating their children, or ensuring comfortable retirements, we are here to assist with sound, expert advice at each step along the way.

Thank you for taking the time to visit us and we look forward to "Working With You, Working For You."

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Estimate the future value of your current savings.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator is designed to help you attach a dollar figure to your life’s work.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck