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Financial Report

Start Lean

A Free Webinar on How to Determine if a Financial Plan Can Be of Value to You

Determining if a Financial Plan Can Be of Value to You

Creating a path to a successful financial future can be difficult. All of your financial needs are part of a big, interrelated picture. As a Financial Planner, I can look at your situation and help you with the following:

Meeting

Assessing your financial situation

  • Tracking income and expenses

  • Determining net worth

  • Establishing an emergency fund

Wall Street

Saving for major expenses

  • Funding a college education

  • Buying a house or car

  • Developing a cash reserve for specail occasions like wedding or vacations

Working with Financial Documents

Retirement planning

  • Estimating retirement income and expenses

  • Determining the amount of money you need to save to meet your future retirement income goals

  • Estimating the value of government programs

  • Identifying tax strategies to help minimize tax liabilities

Market Analysis

Investment planning

  • Reviewing your experience and attitude about money and investing

  • Assessing your risk tolerance, including identifying your biggest concerns about investing

  • Developing an asset allocation strategy for each accumulation goal

  • Determining investment vehicles that best match your tolerance for risk and time horizons

Digital Calculator

Tax planning

  • Identifying potential tax liabilities and tax-deferral strategies

  • Staying abreast of recent tax law changes

Analyzing Data

Protecting against financial crisis

  • Helping to ensure your family's ongoing financial needs will be met if you die

  • Helping to meet your financial needs in the event that you become disabled or need special care

  • Planning for continuing your business

Financial Report

Presented by Tamala Francis,
Founder & CEO at Francis & Co.

If you're like most people, you've taken some steps to reach a few of your financial goals. Do you know if you're going about it the right way? Most of us don't have:

  • The ability to distance ourselves from immediate concerns and take a long-rang view of our financial goals

  • The knowledge to know what strategies are best

  • The time we really need to look at all the possible solutions

A Holistic Approach to Financial Planning

A holistic approach to managing your finances takes your financial goals and dreams into account first. Then together, we embark on a journey to help you develop an integrated financial plan to realize those dreams. 

It's my mission, as a Financial Planner, to help you reach your short- and long-term financial objectives through the development of your plan, with me, you will have more confidence in knowing your next step is helping you move along the path towards financial security.

In this webinar we will cover

Accountant

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110 Allen Road, Basking Ridge, NJ 07920       june.scortino@prudential.com |   Phone 908-705-4015 | Fax 877-840-7179

June Wang Scortino is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

 "Prudential Advisors" is a brand name for the proprietary retails' sales channel of The Prudential Insurance Company of AMerica ("PICA") and its insurance company and other affiliates (collectively "Prudential"). Prudential Advisors financial professional s are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under "Prudential Advisors" LPLE and LPL Financial are not affiliated with Prudential.​

Collegiate Financial is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Collegiate Financial and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

June Wang Scortino
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