- Business Exit Planning
- Business Needs Review
- Cash Management
- Capital Needs Review
- Retirement and Benefits Assessments
- 401(k) Consulting and Support
- Employee Stock Options Support
- Planning for Liquidity Events
About Us | Wealth Management And Planning Manasquan, NJ
In the early 1990s, Harbor Lights Financial Group was founded to offer strategies for our client’s most demanding life problems through sound financial advice and care. We offer our expertise to local Manasquan, Wall, and surrounding NJ community investors. Services may include wealth management, retirement planning, estate planning, life insurance strategies, philanthropic planning, executive planning, business exit planning or planning for business executives, and much more!
Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.