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Rivertan Financial Group, LLCDivider

139 West End Ave
Somerville, NJ 08876
 
(908) 651-0063

Do You Know Where Everything Is? Life Insurance Protects Asset Allocation Financial Planning

Welcome to Rivertan Financial Group

In today's fast-paced environment, finding the time to manage your personal finances can be a challenge. As a successful individual, the majority of your time is already spent between furthering your career, growing your small business, or fulfilling commitments to your family. These competing demands on your time can make managing your finances on your own difficult, and sometimes even stressful.

You may also be overwhelmed by the sheer volume of information available from myriad sources, the increasingly complex and ever-changing financial product environment, or by uncertain global market conditions.

At Rivertan Financial Group, we understand the various obstacles you face and offer solutions and guidance to meet your financial needs.

Whatever your goals ... we can provide a bridge.

Utilizing our expertise and extended network of professionals, we can help you organize your assets, develop a roadmap for financial success, define and achieve your goals, and gain confidence in your financial future.

Most importantly, we provide our clients with advice and guidance that is balanced and objective. Rivertan Financial Group is an independent firm. We have no affiliation with any investment firm, banking institution, or insurance carrier, which means that our commitment is solely to our clients. We value our client relationships above all else and will always seek to serve your best interest.

Please take some time to explore our website further to learn more about our firm and how our services may benefit you. 

Helpful Content

The Other Sure Thing

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

 

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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