Sunset Financial Services

To Help Discover Where Your Financial Future Is...

ANNOUNCMENT:  Helen Hogan has been named one of the Top 100 Wealth Managers in NJ for client satisfaction as announced in the January 2011 issue of NJ Monthly Magazine.

Helen has also been quoted in the following articles:

 http://www.smartmoney.com/personal-finance/marriage-&-divorce/divorce-over-50-mistakes-to-avoid-1300832383830/ 

https://news.fidelity.com/news/article.jhtml?guid=/FidelityNewsPage/pages/fidelity-four-stages-of-retirement&topic=living-in-retirement 

Helen L. Hogan, investment advisor representative of Sunset Financial Services*, specializes in providing financial planning* to professional couples and individuals.  Helen guides them in harnessing their financial power to help provide the financial future they've earned.  She eases financial concerns by personally educating and empowering clients to be in control of their financial future.

Helen's unique background in project management and  psychology helps keep her clients on track by fostering the communication needed to proactively establish and pursue a mutual financial future. Additionally, Helen's 6+ years of experience as a financial advisor enables her to provide sound and unique solutions to each client's financial concerns or challenges.

Helen employs a three-step process with each new client through which she:

  • Helps clients clarify their financial goals for the future
  • Educates clients in the financial planning process*
  • Empowers clients with the knowledge to make the right decisions

This process prepares clients for the services that Helen is most passionate about:

  • Protection of the family and their goals throughout all stages of their life
  • Assessment and adjustment of investment portfolios*
  • Uncovering financial resources when needed
  • Freeing up overlooked assets
  • Budget creation and understanding of cash flow

Call Helen today to put your family on the road to being back in control of your financial future.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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