Our Services

Comprehensive Planning. Customized Strategies. Client First.

Financial Planning

Net Worth Planning
Retirement Planning
Tax Planning
Investment Management
Charitable Giving Strategies
Cash Flow & Budget Planning
Education Planning
Insurance Planning

Estate Planning

Wills, Power of Attorney, Health Care Directive with other professionals
Beneficiary Designation Planning
Philanthropic Planning
Family Meetings
Advanced Design & Generational Planning
Elder Care / Medicaid Planning

Investment Management

Portfolio Management
Asset Allocation Strategies
Risk Tolerance Analysis
Tax & Cost Basis Reporting
Alternative Investment Strategies

Insurance Planning & Risk Management

Insurance Audit & Review
Life, Disability, Health, & Long Term Care Insurance
Medicare Insurance and Medical Supplement Consultation

Tax Planning

Complete Tax Return Preparation Service
Projection & Reduction Strategies
Coordination with CPA for Year-End
Gain/Loss Summary
Tax Planning

Real Estate Consulting

Real Estate Analysis
Refinancing Options
Transaction Tax Analysis
1031 Exchange Consultation
Mortgage Referrals
Property Management Consulting

Retirement Planning

Retirement Projections
Income Distribution Planning
Employer Sponsored Qualified
Retirement Plans
Personal Retirement Planning
Required Minimum Distribution (RMD) Planning

Additional Services

Business Consulting
Social Security Planning
Divorce Financial Planning
Family Financial Meeting
Family Financial Education

Learn more about how our team can help you.

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Seven Giralda Farms, Suite 125
Madison, NJ 07940
(973) 377-4700

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536 Lake Avenue
Bay Head, NJ 08742
(973) 377-4700

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300 Madison Avenue, 29th Floor
New York, NY 10017
(973) 377-4700

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.