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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

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Coaches

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

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Surprises

Making the most of surprises is a great reason to work with us.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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