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Feldman Financial Services LLC
Carl Feldman
Dedication hard work and an honest approach to serving the needs of clients in the New Jersey Shore area are overriding values that Carl focused on when he started his financial services career in 1991. He has built his business using a philosophy geared toward helping people achieve their retirement dreams.
Carl knows there is no substitute for knowledge when answering his clients question. When will I have enough to retire and will it last for the rest of my life? His familiarity of retirement products is superior and he shares the information in a comfortable friendly and casual manner clients truly appreciate. He recognizes that retirement decisions may not necessarily be simple or straightforward, which is why he is dedicated to earning his clients trust by providing them with advantages other financial professional can not.
Carl has his Masters Degree in Finance from Wagner College and is a lifelong resident New Jersey. For fun, Carl coaches softball in his local community and enjoys fishing boating and daughters, Madison and Abagail.
Carls Book
You have a clear picture in your mind of what your retirement should look like. But do you have the resources to make that picture come to life? Saving for retirement is essential, but in many cases, thats just the first step. Navigating your way to your retirement often depends on choosing the financial strategy that helps you work towards getting there.
This book is designed to help you better understand what your options are as you near retirement. By the time you have finished this book, you should have a clearer idea of which solutions best meet your needs, and feel more confident about your financial future.
Our Services
Asset Allocation & Risk
Our organization prides itself on providing full-service retirement planning to Forked River, NJ and the surrounding communities. We take an extensive look at each clients unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Feld Financial, we are here to help you navigate throughout each of the three income planning phases accumulation, distribution, and preservation or transfer and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.
Medicare
While there is no shortage of things to plan for in retirement, it is critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
New Generation
Retirement
New Generation Retirement is a holistic approach to retirement preparation consisting of a five-step system that we complete together.
Retirement Strategy
& Risk
Our organization prides itself on providing retirement strategies to FORKED RIVER, NJ and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Social Security
We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.