Mount Laurel, NJ Financial Advisors | The Fidler Hogan Criswell Meehan Group

Important questions to answer as you near retirement

The Fidler Hogan Criswell Meehan Group

855-819-0887

855-768-3704

501 Fellowship Road
Suite 302
Mount Laurel, NJ 08054

Ask us your questions

Review your portfolio with us

Start my financial plan

Who we are

At The Fidler Hogan Criswell Meehan team at UBS, we understand the uncertainties that accompany planning for retirement. We work every day to help alleviate the stresses involved, and do so with a sense of purpose.

Every Financial Advisor on the team is a CERTIFIED FINANCIAL PLANNER™. We use our advanced training and education to build your plan around your needs. Our goal is to produce a realistic plan for you that we carefully monitor and update regularly. This allows you to focus your time and effort on the things that are most important to you.

We take the time to get to know you and also gain an understanding of what is important in your life so that we may provide guidance and ultimately help you achieve your goals.

As you embark on the most exciting journey of your life, we encourage you to not go at it alone. Contact us today, allow us to get to know you and understand your goals, and we’ll ensure that we are the right partners for you.

What’s special about UBS?

With more than 150 years of wealth management expertise at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for private, corporate and institutional clients worldwide. We access the deep resources and wealth management expertise of this firm to deliver the trusted financial advice our clients seek today to confidently move forward.

Our latest honors include:

Euromoney 2017

Best Global Wealth Manager
Best Services for High Net Worth Clients
Best Research and Asset Allocation Advice
Best Services for Philanthropy and Social Impact Investing
Best Services for High Net Worth Clients (U.S. $5–$30 million)
Best Services for International Clients

What we do

Click through to learn more about each of our services.

Retirement Planning

401(k) analysis
Pension Analysis
Social Security Maximization
Deferred Compensation
Retirement Income Analysis

Wealth Management

Customized portfolios that seek to provide income, growth, and downside protection
Tax Planning Strategies
Philanthropic Planning
Employer stock Strategies

Estate Planning

Family Wealth Transfer
Estate Tax Minimization
Efficient Charitable Giving
Wills
Power of Attorney

Insurance planning

Policy Review
Needs Analysis
Life Insurance Trusts
Long-term care insurance

Determine how much you have and how much you will need

We’ll review your priorities and then look at all your resources, including pensions, savings and Social Security as well as the debt that could impact your income needs. Remember, too, that your healthcare expenses are likely to go up in retirement, especially if you retired before you’re eligible for Medicare and will have to purchase insurance on your own.

Design a complete plan with clear action steps to follow

Your plan is a comprehensive written document that provides “what if” scenarios in order for you to evaluate a number of possible strategies. Once we choose a strategy, your plan will give a step-by-step road map for pursuing your goals with real benchmarks to help us assess your progress.

Put your strategy to work

It’s important that you have a reliable source of income that is exposed to an appropriate level of market risk. Your strategy may use a combination of government bonds, corporate bonds, municipal bonds, preferred stock, common stock, mutual funds, exchange traded funds and/or stock options to attain the target rate of return you’ll need to help you achieve your financial goals.

Make sure your plan stays on track

We understand how impotant it is to feel confident you’ll continue to have what you’ll need to live comfortably. Our own families have faced similar planning challenges so we’ll be there with you every step of the way. Through ongoing communication, meetings, financial planning review and phone calls, we’ll make sure you don’t have to face retirement alone.