Our Services

A Financial Planning Practice with a Primary Emphasis on Private Wealth Management, Retirement, IRA's and Qualified Plan Distributions, Asset Accumulation and Management, Estate and Strategic Tax Planning...

The Process...

The financial management process at Total Wealth Enhancement Group, LLC, begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals and priorities. From there we will devise some rational and verifiable strategies to address each of your concerns.

With changing economic conditions and market swings, we advocate investing sensibly over the long run utilizing widely diversified portfolios, including  traditional Investments, along with other vehicles. We review and customize any beneficiary forms, pay on death designations and any other estate planning documents necessary to help increase your distribution options and help reduce any potential taxes and/or administrative expenses. We also advocate maintaining adequate levels of insurance coverage as each situation dictates. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.


Investments & Products:

The Investment Products and Services we offer through our Brokerage affiliation with Garden State Securities, Inc., may help you achieve your financial goals at every stage of your life. In addition to the traditional type investments like the many of Mutual Funds, Individual Stocks and Bonds, and Annuities, we also have an array of alternative investments.

Life Insurance:

We carry a complete variety of High Quality, Competitively Priced Life Insurance products including Permanent Insurance, Term, Combination Plans, and Variable contracts. We utilize a multitude of carriers to fit the various circumstances encountered. We also have carriers for the "High Risk Case".

Disability Insurance:

Market-leading Disability Insurance products covering total or partial disability of professionals, business executives, small business owners, group and other types of Disability related coverages.

  • Long-Term Care Insurance:

    Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing home facilities. Again, we provide a full line of products from major carriers.