Home Page-PresentationFinancial Planning

Many people procrastinate dealing with their personal financial planning. It is easy to assess whether or not you are on target. By looking at your current financial situation, you can decide whether it makes sense to seek professional help, or possibly new or additional help.

personal planning

There are many resources available to help individuals establish objective financial, insurance, and retirement goals.  An experienced financial adviser can certainly help you get on track. Listed under this section are a number of articles, links, and suggestions which may make sense for your individual situation. Everyone’s situation is different, in which no two individuals have the exact same goals or objectives.  If you feel your financial house may not be completely in order and you would like to request some additional information from our office please click the link below and fill out the request for information form.  Someone will be in touch with you shortly.

The information provided here has been obtained from sources believed to be reliable but Niche Financial Services and its Registered Representatives of Coastal Equities, Inc., a member of FINRA make no representation as to its accuracy or completeness and it should not be relied upon as such. Niche Financial Services, Almanack Investment Partners, LLC and  Coastal Equities, Inc. accept no liability for any direct or consequential loss arising from any use this information or its contents. Securities may be offered to residents of Delaware, Pennsylvania, New Jersey, and Florida only.

If we are unable to meet your needs through our affiliated organizations and resources, we will put you in touch with the right professionals.

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