James K. Noble CFP®
Retirement looks different to everyone. But one thing is essential to all of us: Proper Planning.
Making plans for retirement can be fun, but knowing what to do and how to do it can be overwhelming when you’re not professionally trained in the financial services industry.
There’s a big difference between a comfortable retirement and one where you constantly worry about money. That is why we are here to guide you through the obstacle course of retirement and take you to a confident financial future path.
Jim has been teaching financial advisors and insurance agents on financial solutions techniques for over 30 years. In 2009 he started his own firm to provide this knowledge to individual clients in New Jersey, and retirees around the country.
Identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risks to assure you have cash flow when retired.
Determining how your assets will be preserved, managed, and distributed after death or in the event you become incapacitated.
Listening to you to develop your personalized portfolio and maintain it to achieve your long-term financial and investment planning goals. Avoiding the issues that comes with bear markets, inflation, and interest rate changes within the years.
Identifying what steps you can take today to preserve your independence and assets when health care is needed as you age.
Calculating your social security benefits as part of your retirement plan. Identifying how, what and when file to maximize your benefits.
By modeling your scenarios prior to retirement, steps can be taken to mitigate tax or eliminate income tax in retirement.
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No, there is no account minimum for a consultation but different account custodians do have minimums for new establishing accounts.
No, there is no fee for an initial consultation. A consultation is an opportunity to gather information and determine if services are appropriate, not to provide advice.
An investment review is part of an initial consultation. It is important for your investments to match your "risk tolerance", and your 401(k) may be your biggest asset. We provide 401(k) allocation customized to the options in your plan.
We have access to special tools to integrate all of your sources of income in retirement to evaluate the Social Security distribution strategy that optimizes your income while accommodating your unique retirement circumstances.
Copyright © 2024 Noble Planning & Investments, LLC - All Rights Reserved.
Representatives are registered through, and securities are sold through Nationwide Planning Associates, Inc., Member FINRA/SIPC, located at 32-16 Broadway, Fair Lawn, NJ 07410 Investment advisory services are offered through Nationwide Planning Associates, Inc. Insurance sold through licensed NPA Insurance Agency, Inc. Non-deposit investment products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the Broker/Dealer . Nationwide Planning Associates, Inc. is a registered Broker/Dealer.
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There are important things you MUST know if you are within 5 years of retirement.
Find out in this FREE guide I prepared for you.
