Real Estate Appraisal Mentor

Jonathan Simpson
Financial Planning Mentor

Simpson Planning
3 Dogwood Drive
West orange, N.J. 07052

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Jonathan's goal is to help his clients turn financial dreams into reality through careful planning. His approach is both needs and goal based. He produces fee-based plans for those who want and need that level of detail, and non-fee analyses for those who don't. Analyses include:

Retirement Income Planning

College Savings Plans

Portfolio Design and Management

Business Continuation Planning

Why plan? Because the future will arrive whether or not we're ready for it! With any level of planning, you are more likely to achieve the outcome you want than if you do none.

Jonathan's money management services are designed to limit risk, and deliver high value and service. Tools available include brokerage and annuity platforms, mutual funds and individual equities, bonds and UITs. Insurance services include Life, Health, Disability Income and Long Term Care, addressing a different sort of risk.

Jonathan holds Series 7 and 66 licenses, as well as Life and Health, and is working toward the CFPŽ designation. He is active in NAIFA and the West Orange Chamber of Commerce. He is licensed in New York, New Jersey, Connecticut, Pennsylvania, Maryland and Arizona. He holds an MBA in Finance from New York University's Stern School of Business ('92), and uses his extensive background in forecasting and planning to further his clients' goals.

Securities and investment advisory services are offered through WRP Investments, Inc., member FINRA, SIPC. Simpson Planning is not affiliated with WRP Investments, Inc. Securities and advisory services are supervised from 4407 Belmont Ave., Youngstown, OH 44505, (330) 759-2023.

Mr. Simpson is always happy to answer your Emails if you have any questions concerning your financial needs. Or feel free to call his office.

PHONE: 973-801-0290
FAX: 973-736-6551
E-MAIL: staff@bne-nj.org Mentor's Hot Line

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