SF Ehrlich Associates Inc

Financial Planning Consultants, Accounting Services, Financial Planners

Be the first to review!

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(908) 789-1100Call Visit WebsiteVisit Website Map & DirectionsDirections37 Elm St Ste 16Westfield, NJ 07090 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

SF Ehrlich Associates Inc

Tax Planning
June 30, 2022 It would be logical to assume that financial planners want clients to spend less than more each year. While logical, that assumption is not absolute. Rather, there are occasions where we encourage clients to spend money as/if necessary, to include paying life insurance premiums to safeguard against loss of income, premiums for long-term care insurance, paying fees to an attorney to draft updated wills and related documents, et al. Last, but far from least, is paying fees to an accountant to prepare tax returns and do tax planning.

View All Services

Provided by

Places Near Westfield with Financial Planning Consultants

Cranford (4 miles)
Plainfield (5 miles)
Springfield (9 miles)
Union (9 miles)
Linden (9 miles)
South Plainfield (10 miles)
Summit (10 miles)
Elizabeth (12 miles)
Woodbridge (12 miles)
Irvington (13 miles)

More Info

Email

Other Links

https://www.sfehrlich.com/contact

http://sfehrlich.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (908) 789-1100

Address: 37 Elm St Ste 16, Westfield, NJ 07090

Website: https://www.sfehrlich.com/contact

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

SF Ehrlich Associates Inc

Tax Planning
June 30, 2022 It would be logical to assume that financial planners want clients to spend less than more each year. While logical, that assumption is not absolute. Rather, there are occasions where we encourage clients to spend money as/if necessary, to include paying life insurance premiums to safeguard against loss of income, premiums for long-term care insurance, paying fees to an attorney to draft updated wills and related documents, et al. Last, but far from least, is paying fees to an accountant to prepare tax returns and do tax planning.
Tax Deferral
John advises clients on how to invest their financial assets, minimize their risks through the use of globally diversified portfolios and insurance, and minimize their tax bills through effective estate planning and tax deferral strategies.

Investment Management
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by S.F. Ehrlich), will be profitable or equal any historical performance level(s). All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance of an individual’s portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.
Mutual Funds
Low-fee funds: We are authorized to utilize mutual funds from Dimensional Funds for our clients. DFA is a mutual fund company whose investment philosophy is guided by the research of multiple Nobel Prize winners, so their passively managed funds tend to favor such factors as value, size, and profitability.
Bonds
Wealth Management
Our clients work hard to accumulate financial assets, and we understand why people worry about protecting them. Whether you have specific goals, like financing college, or more general concerns of wealth management and a secure retirement, we can help. Our goal is to foster a close, trusting relationship, whereby our clients become better informed about their personal finances and more confident they are on the correct path.

Accounting Services
S.F. Ehrlich Associates, Inc. does not guarantee the accuracy and completeness of information contained on this website, nor assume liability for any loss which may result from the reliance by any person upon such information or opinions. Such information and opinions are subject to change without notice, are for general information only, and are not intended as an offer or solicitation with respect to the purchase or sale of any security or the offering of individual or personalized investment advice. In addition, S.F. Ehrlich Associates, Inc. does not offer insurance, legal, or accounting services.

Financial Planning
While we believe that every individual and family may benefit from financial planning services, we also know that not everyone can afford to pay the fees.
Retirement Planning
Long Term Care
September 30, 2020 A few weeks ago, we moved my 98-year-old mother from independent living to long-term care. One of the reasons why we selected the community where she lives is because they have a continuum of care, to include independent living, assisted living, and skilled nursing. (As an aside, for anyone considering independent living, a continuum of care on...
Asset Management
June 30, 2020 As part of our efforts to provide financial advice to clients, we’re regularly reviewing the latest research on investments, planning, and many other topics related to a successful retirement. Much of that research focuses on investors’ ability to stay on course with their asset allocation, through thick and thin. We recently came across a couple of charts...
College Funding
We follow a disciplined approach to helping our clients succeed and this begins with goal setting and prioritizing. What do you want to achieve: college funding, retirement, business building (or selling?), career change?

View All Services

Provided by