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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."

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Considering some important issues now could provide more options in the event of early retirement.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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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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Use this calculator to determine whether you qualify for the different types of IRAs.

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

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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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