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Focused on Your Financial Independence
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Consultative financial planning, professional wealth management |
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Independent investment and insurance services |
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Retirement, business and estate planning strategies |
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Areas of Focus: Wealth Management, Advanced Planning and Client Relationship Management |
At Financial Principles, we are proud to serve as a trusted advisor, helping clients address the complex challenges of achieving financial independence in a clear, concise and streamlined manner. We utilize an ongoing consultative process in order to deliver a world-class wealth management experience. The goal is to live with confidence and retire with financial independence. Our clients are successful small business owners, retirees, widows, executives and the affluent primarily in the Northern New Jersey – Greater NYC metropolitan area. Our advisors also specialize in late-stage college planning and preparing school administrators for their ideal retirement. We would be happy to explore whether or not we would be the right firm to add value to your unique financial situation. Please contact us today to schedule a discovery meeting.
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Areas of Focus
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Securities offered through Securities America, Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. Bradley H. Bofford, CLU®, ChFC®, CFP® Representative. Financial Principles, LLC and Securities America are unaffiliated.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services provided through Securities America Advisors, Inc.,
a Registered Investment Advisory Firm. Financial Principles, LLC and Securities America Companies are not affiliated.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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