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WELCOME TO SOMERSET HILLS FINANCIAL SERVICES

Somerset Hills Financial Services is a full-service company specializing in helping clients reach their financial goals and objectives. We assist business owners, executives, professionals and families with the following:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. If you have any questions, please call us at 973-540-0777 or e-mail us at mrlonergan@financialguide.com. We will be happy to help. We look forward to talking with you.

HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

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

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