TIMOTHY BRUNNOCK

Life moves pretty fast. We help you choose strategies to address your goals and concerns throughout the various stages of life... Understanding your cash flow is the first critical step in sound financial planning. We review your income and help set goals to determine what you can divert from your income sources to "pay yourself first." We also provide guidance on budgeting/savings and spending plans, and establishing an emergency or "rainy day" fund... We provide recommendations and strategies to help our clients provide assistance to their loved ones when needed. We discuss options available to help further educational goals for both children and grandchildren. Often, we are also called upon to assist with handling the financial affairs for our clients' elderly parents.

Also known as: Trinity Financial Strategies

Primary location: Morristown United States