Joseph D. Stabile, CFP®, ChFC®, CEPA®'s Linkedin Analytics

I’m extremely passionate about providing you with accurate, valuable, and practical financial advice. Growing up in a household of healthcare professionals (dad a doctor, mom a nurse), I found out the stresses and uncertainties caused by money on a family that was too busy to really dig into proper, detailed, financial literacy. Between long hours at work, raising a family, spending time with friends, and everything else life throws at us, it’s tough to find the time to focus on finances. Especially with all the information and noise that’s thrown at us these days. But if you’re like most people...you’re confused about what a financial advisor actually helps out with. And yet that’s totally normal. That’s because a lot of us work differently…some focus on investments, some focus on insurance, others might provide general financial guidance. Here is what my clients find most valuable about working with me and my team: ✔ Provide them with a detailed checklist and concise financial roadmap to reach their goals. ✔ Work together alongside them to execute their plan in order to save them time and make meaningful progress towards their goals. ✔ Act as their household CFO to help them make financial decisions in real time. ✔ As a CERTIFIED FINANCIAL PLANNER™ and fiduciary, provide them with reliable, 100% unbiased financial advice & guidance in their best interest. ✔ Collaborate alongside their CPA, attorneys, and any other of their professionals, if needed, to help streamline financial decisions and provide them access to my network of trusted attorneys, accountants, real estate/mortgage agents, and other trusted, vetted, professionals. ✔ Provide them with ongoing, proactive advice so that they’re one step ahead of their finances and avoid any and all regrets. ✔ Build out a consolidated portal containing their financial world as well as be their accountability partner to help guide them through life’s changes and “what if?” scenarios. I work with people from many different walks of life but my typical clients are businessowners and high-income professionals such as physicians and attorneys, whom I help minimize tax, maximize what they keep in their pockets, and protect their wealth. If you'd like to have a conversation, please shoot me a direct message through LinkedIn or use the contact information below: ☏ (732) 740-3497 ✉ [email protected] https://calendly.com/josephstabile/discovery