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Sandra H. Dalton, CDFA™, CHFC, MBA

(732) 242-4001 (732) 242-4055 14 Cliffwood Avenue, Suite 250, Matawan, NJ 07747 M 9am-5pm, Tu 9am-7pm, W 9am-5pm, Th 9am-7pm, F 9am-5pm, Sa-Su Closed Official site

Categories: Insurance, Financial Planning

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I help my clients simplify their financial lives by working together so that they can better understand, streamline and optimize their financial resources. Ultimately our collaboration enables clients to have a better grasp on their current situation as well as action steps needed so that they can make progress towards short term and long term goals. Once a plan is constructed, I believe it's crucial to review progress on a regular basis, make necessary adjustments and hold each other accountable. Areas of Focus include: Retirement Planning Strategies, Women's Financial Strategies and Empowerment, Divorce Financial Planning, Estate Planning Strategies, Domestic Partner Planning, and Saving for Education.

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