Our Firm


Somerset Hills Financial Services is committed to helping you pursue your long-term financial goals. As specialists in all aspects of financial planning, we can help you answer the questions you may have about your financial future, such as:

  • How much money will I need in order to retire?
  • Will I be able to retire early or on time?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • Have I addressed longevity issues in my planning?
  • Is my income protected in the event of an injury or sickness?
  • Is my family adequately protected in the event of a premature death?
  • How can I ensure that my children receive as much as possible from my estate?
  • Do my wills and trusts assist in my legacy planning objectives?

We offer financial products and services tailored to your individual needs. Somerset Hills Financial Services is committed to you for the long term.