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How We Work

Helen Hogan CFP® strives to consistently provide clients with a customized financial action plan* designed around an in-depth understanding of their needs and goals.

Whether clients are looking to secure funds for a down payment on a first house, a child's education or for their own retirement, Helen has access to the appropriate tool(s) for the job. Clients looking to keep their assets as safe as possible from future taxes or potential losses may also find solutions within Helen's service portfolio. Services include:



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Investments are subject to certain risks and may lose value

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (908) 359-6902