Welcome!

We work comprehensively with our clients' wealth management plans to include the following 8 critical wealth management issues: - Investment Management Issues - Family Risk Management Issues - Cash Flow and Debt Management Issues - Retirement Planning Issues - Business Planning Issues - Legacy Planning Issues - Education Planning Issues - Special Situations Planning Issues

Retirement planning, education planning, elder care planning, risk management and much more. We offer our clients customized, multi-faceted solutions to pursue their changing financial needs.

My Practice

We offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.

Services

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Additional Services

  • Rollovers
  • IRAs
  • SEPs
  • Estate and Gift Tax Planning
  • Trusts
  • SIMPLEs
  • Roth IRAs
  • Long-Range Personal Planning

About Me

As a CPA and CERTIFIED FINANCIAL PLANNER(R) professional with more than 25 years experience in the financial services industry, I strive to maintain long-standing relationships with my clients that are built on mutual trust and understanding.

Designations

CFP® - Certified Financial PlannerTM

CPA - Certified Public Accountant

Affiliations

Member AICPA, NYSSCPAs

Licenses

Securities
  • Exams: 63, 65, 7
  • States: , CA, DE, FL, MA, MN, NE, NJ, NY, OH, PA, SC, VA, WA, WV
Insurance
  • License: A&H, Life
  • States: MN
  • License: Life, A&H/Sickness, Casualty, Property, LTC, Variable, Personal Lines
  • States: NJ
  • License: LIFE, DISABILITY, VARIABLE LINES
  • States: WA
  • License: Life, Health and Variable
  • States: MA
  • License: LIFE, VARIABLE CONTRACTS ,and ACCIDENT AND HEALTH
  • States: SC
  • License: Life/Fixed Ann, Property & Allied Lines, VL/VA, A&H, Casualty & Allied Lines
  • States: PA
  • License: VL/VA, A&H, Life
  • States: NY
Advisory
  • License: Investment Advisor Representative
  • States: DC, FL, IL, MA, ME, MN, NC, NE, NJ, NY, OH, PA, SC, VA, WA, WV

Resources

Advisory Services

Investor Resources



Need more information on investing? Visit these sites for more information:

About H.D. Vest

Since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,600 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. President Roger Ochs continues to pursue the H.D. Vest ideal of providing innovative solutions and the latest tools and technology to help H.D. Vest Advisors meet the needs of their clients now and into the future.
http://www.hdvest.com

Contact

Elizabeth Scafa
54 Route 31 N
Pennington, NJ 08534

Email: ScafaE@hdvest.net
Phone: 609-750-0002
Fax: 609-750-0034