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Austin M. Neary, CFP®

Plan2Prosper LLC A Registered Investment Advisory Firm

28 Kennedy Rd
PO Box 18
Tranquility, NJ 07879
Phone: (973) 786-1140

Household Income Minimum: $75,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: I will consider "Pro Bono" Consultation/Advise for certain Charities and will disregard minimums (at my discretion)

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.