Jeffrey Aron

As Senior Wealth Manager, Jeffrey R. Aron, CFP®, MSFP manages all aspects of Financial Planning and client services, including the preparation of comprehensive financial plans (retirement, education, cash flow, etc.), insurance and asset allocation recommendations, advanced estate planning strategies and of course, plan implementation.

5 min read

How Education Savings Accounts Work (When Funds Aren’t Used)

One of the fun things about having young kids in your life is getting to hear about future plans for their lives. One week someone might want to be a veterinarian; the next week, they’re planning on being a firefighter-slash-makeup artist. Only time...

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3 min read

The Risks and Opportunities of Employee Stock Options

Sometimes employee stock options are lucrative enough to finance early retirement. Other times,...

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3 min read

Factoring a Child with Disabilities Into Financial Plans

With more than 4 percent of American children having a disability, millions of parents find...

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