Harbor Lights
Financial Group

CONNECT

Address:

2424 Highway 34
Manasquan, NJ 08736

Phone:

(732) 528-4333

Fax/Other:

(732) 528-4820

Work with a Trusted Partner


As fiduciary financial advisors, Harbor Lights Financial Group engages in fee-based and transactional-based relationships and takes a team approach to provide unsurpassed client service.

Our fiduciary duty holds us to the highest standard of client care in the financial services industry. We are an independent firm and have no obligation to recommend one product or service over another.


Business Solutions

Harbor Lights Financial Group provides corporate executives and business owners with strategies designed to increase corporate and personal net worth.

Whether you're looking for guidance in growing, selling or transitioning a business to the next generation, holistic planning and wealth management should be applied before, during and after every step in the process.

Our comprehensive approach includes pre-liquidity event and succession planning, investment and risk management, objective based investment planning and buyout advisory services.


Specialized Professional Advice and Services

Retirement Planning

We assist our clients at every phase of their retirement planning process, from accumulation during the pre-retirement phase, to distribution and income management during retirement, to asset transfer afterwards. In addition, our team has specialized expertise related to protecting and investing assets coming out of 401(k), 403(b) and other employer-sponsored retirement plans.

Estate and Trust Strategies

We offer a full range of trust and discretionary asset management services, tailored to your specific needs. You'll work with dedicated and seasoned professionals responsible for the administration of your trust in coordination with Harbor Lights Financial Group. The goal of these strategies include maximized control, reduced taxes and delays, preservation and privacy, and protecting your legacy.

Tax Planning

While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions and deductions – the ideal place to start is determining the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to minimize tax liabilities. These will need to be implemented with special consideration given to the challenges posed by the new tax rules, such as phase-outs for itemized deductions and personal exemptions.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals