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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

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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

A Brief Guide To Condo Insurance

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Assess how many days you'll work to pay your federal tax liability.

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This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

When Do You Need a Will?

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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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