We like to know who our clients are and what drives them. Our initial discussions support identifying all ambitions, objectives, and potential obstacles. The foundation of one’s plan is developed during this dialogue.
Whether you have worked with professionals or new to the planning discussion, we will gather your current information and begin evaluating all aspects of your finances. During this phase, we will define your current position and test for efficiency. We will refer back to the objectives defined in Step One as the baseline of our assessments.
We’ll develop a financial strategy for us to live in. Our team will provide the follow-through to ensure all aspects of the agreed plan are implemented.
Establishing a financial strategy is only the beginning step. Life is dynamic; thus, the need for us to be in a constant relationship. We’ll be active in your world via strategy review sessions and thought sharing. These occasions will be proactively set.
We provide comprehensive planning solutions that integrate family, career, and business ambitions. Our goal is to help families, and business owners develop their balance sheets in designing and executing strategies focused on the accumulation, distribution, and preservation of wealth.
We believe a business should always be "Sale Ready," no matter your growth and transition plan. Typically one's business is their "primary asset," and all planning strategies should integrate. Our philosophy is that all business planning should be geared toward growing and preserving value in a reasonable amount of time.
Wealth Building & Preservation comes down to the efficiency of one’s balance sheet, cash flow management, constant evaluation of where capital is directed, and one’s ability to reduce or eliminate eroding factors such as tax, unplanned risks, and losses.
Cash Flow Management Strategies
Will, Asset Protection & Estate Planning
Asset Management: Liquidy, Retirement, and Brokerage
Jeremy has been in the financial advisory business since 2005 after graduating from Fordham University’s School of Business. He joined Tomoro as a managing partner in 2014. During his tenure, Jeremy has consistently excelled as an advisor in both the personal household and business planning arena. As a managing partner, Jeremy also serves as a mentor to all associates and is hands-on in supporting Tomoro’s growth planning. He has completed various curriculums and certifications, such as New York University’s graduate studies in financial planning, is a Certified Exit Planning professional, and Investment Advisor Representative. He and his family reside in Colts Neck, NJ.
At Tomoro, we believe managing your wealth doesn’t have to be difficult. Together, we can create simple but powerful strategies to help optimize your unique wealth potential and safeguard it for generations to come.