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The professional advice puzzle

When you enter the 6 Steps to Financial Freedom Seminar, the first thing you’ll notice is that nobody is there to sell you anything! We’ve brought together the area’s most knowledgeable and respected industry experts by invitation only…professionals who are dedicated to educating attendees on the proper tools and techniques to set them up for long term sustainability.

Each professional is set up at his or her own table awaiting your one-on-one questions in their area of expertise:

Certified Public Accountant
Estate Planning Attorney
Financial Planner
Property & Casualty Insurance Agent
Mortgage Company
Life Insurance Planner
 

Certified Public Accountant

Rely on your accountant for expert advice on the financial aspect of your home purchase — from minimizing tax implications to recommendations for structuring the transaction in a way that best fits your financial needs.

Whale Mallozzi & Padgett PC
Thomas J. Whale
3301 Route 66 #130
Neptune City, NJ 07753
Phone: (732) 945-5995
Click Here to Learn More

Estate Planning Attorney

Your home purchase is naturally part of your estate. An attorney who specializes in estate planning will help you protect your family and the assets you’ve worked hard to build.

Schillberg Law, LLC
Robert Schillberg
280 Route 35 #403
Red Bank, NJ 07701
Phone: (732) 758–1990
Click Here to Learn More

Financial Planner

Because buying a home is a major financial decision, it makes sense to work with a financial planner to determine how your purchase of a home fits within your overall financial goals.

New York Life
Dan Mueller
1963 Route 34, Building B Suite 201
Wall, NJ 07719
Phone: (732) 282-2146
Click Here to Learn More

Property & Casualty Insurance Agent

All mortgages require that you show proof of homeowners’ insurance on your new property. An insurance agent can help you determine the specific type and amount of insurance coverage that fits your needs.

Allstate / The Colts Neck Agency
186 Route 537
Colts Neck, NJ 07722
Phone: (732) 431-4033
Click Here to Learn More

Mortgage Company

Every successful home purchase starts with securing a financing commitment. Your mortgage consultant can help you evaluate your options and choose the loan that’s ideal for your unique circumstances.

CrossCountry Mortgage, LLC
Lawrence Montani
960 Holmdel Road,
Building II Suite C
Holmdel, NJ 07733
Phone:(732) 455-8990
Click Here to Learn More

CrossCountry Mortgage, LLC
Nicholas Montani
3301 Route 66 F1 Floor​, 
Building C Suite 130
Neptune, NJ 07753
Phone:(732) 455-8990
Click Here to Learn More

Life Insurance Planner

These professionals work with you to create a strategy that's customized to your needs and goals. A Life Insurance Professional can help develop a personalized approach that meets today's needs and tomorrow's as well.

New York Life Insurance Company
James Reuter
1963 Route 34, Building B Suite 201
Wall, NJ 07719
Phone: 732-282-0901
Click Here to Learn More