Skip to main content

  •  Tel: 908-789-1100
  •  Fax: 908-789-1115
  • info@sfehrlich.com 
  • Book a Meeting
  •  
  •  

  • Home
  • About Us
    • Meet the Team
    • Who We Are
  • Our Services
    • Investing
    • Financial Planning
    • Social Security
    • Our Fees
    • Pro Bono
  • Our Thinking
    • Blog: Managing Your Money
    • Thinking Social Security
    • Newsletters
  • Disclosures
  • FAQ
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Proactive Planning

for a solid future

Helping You

manage the changing face of life

  Previous   Next

    You are here

  1. Home
  2. Our Services
  3. Planning

Planning

"There is only one success - to be able to spend your life in your own way."

- Christopher Morley, Author (1890 - 1957)


We follow a disciplined approach to helping our clients succeed and this begins with goal setting and prioritizing.  What do you want to achieve: college funding, retirement, business building (or selling?), career change?

Before a plan to reach these goals can be designed, an accurate snapshot of your current financial landscape must be developed to include your assets and liabilities, spending and budgeting patterns, values and risk tolerances.  Each element figures prominently in crafting the appropriate investment portfolio which will target specific client assets for both intermediate and long-term needs.

Because few things remain constant, ongoing communication about the economy, your investments, and changes in your current lifestyle help to keep everyone informed and confident that you remain on the right track.

As fee-only planners, we do not provide insurance, legal, tax or accounting services, however, successful financial planning often requires the input of a coordinated team of professionals.  We work with or help to assemble that team in an attempt to capture all the relevant factors that might impact the success of your plan.

Our clients are typically busy people who want to simplify their lives.  Would you rather spend time with your families and careers or try to keep up with the ever-changing world of personal finance?  We're looking to work with individuals willing to delegate that responsibility.

If this fits the description of a financial planning practice you can see yourself working with, we look forward to speaking with you.  In the meantime, please scroll through our "FAQ" and "Our Thinking" pages to better see how we keep clients "in the know".

Our Services

  • Investing
  • Financial Planning
  • Social Security
  • Our Fees
  • Pro Bono

Book a Meeting

Tell a Friend

15 Alden Street, Suite 12
Cranford, NJ 07016

  •  Tel: 908-789-1100
  •  Fax: 908-789-1115
  •  info@sfehrlich.com
  •  
  •  
  •  

S.F. Ehrlich Associates, Inc. is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. S.F. Ehrlich Associates, Inc. does not offer or intend to offer asset management, financial planning, or investment advice through this website. The dissemination of general information pertaining to our investment advisory and financial planning practice is the purpose to which this website is limited. The foregoing information and opinions are for general information only.

S.F. Ehrlich Associates, Inc. does not guarantee the accuracy and completeness of information contained on this website, nor assume liability for any loss which may result from the reliance by any person upon such information or opinions. Such information and opinions are subject to change without notice, are for general information only, and are not intended as an offer or solicitation with respect to the purchase or sale of any security or the offering of individual or personalized investment advice. In addition, S.F. Ehrlich Associates, Inc. does not offer insurance, legal, or accounting services.

The content available through this website is the property of S.F. Ehrlich Associates, Inc. and is protected by copyright and/or other intellectual property laws. Content received through this site may be displayed, reformatted, and printed for personal, non-commercial use only.

Additional Important Disclosures

© 2022 S.F. Ehrlich Associates, Inc. . All rights reserved.