Education is a cornerstone of our services. Mike Ancona teaches in the Rutgers MBA program and brings that commitment to education to each client relationship. Our clients work with the owner. They know where they are going and understand what they are doing to get there.

The Chartered Financial Analyst designation (CFA) is the global standard for measuring the competence and integrity of investment professionals. We believe those who have reached a certain level should entrust their financial security to a professional.

Fees and expenses, many hidden by the brokerages, can wipe out half of your retirement nest egg. We work to eliminate the inefficiencies in your current portfolio, building a financially secure future with a comfortable retirement.

We're not for everyone. Our clients understand that the importance of money is in what it helps us achieve in life. Ancona Financial provides a way to be more efficient in managing the mundane responsibilities all of us have. It is a way of liberating the time and energy required to, as Emerson said, "laugh often and love much." on your own path to success

To help determine if you need the assistance of a financial advisor, ask yourself the following questions.

1. Do you receive the personal attention you require from your financial advisor?
   
2. Are you pleased with the amount of volatility (fluctuations of value) in your investment account?
   
3. After browsing this web site, do you suspect too large a chunk of your nest egg is being lost to broker fees and expenses?
   
4. Will your financial asset base be large enough to meet your major goals and your retirement?
   
5. Have you organized your financial picture so that it can be analyzed and updated to protect you from unexpected catastrophes?

If your answer to these questions indicates a need for some aspect of unbiased financial help, click here to further determine how our services would be appropriate for you. More information about our services can be found in the Building a Relationship Sections

Our firm's first priority is to add value and security for our busy clients. We're not for those looking for a "home run". We believe you should be able to live life fully today and, at the same time, create a plan for your future. Our prudent financial planning and cutting edge management services provide the strategies necessary to be successful.

When you're ready, please contact us at mike@anconafinancial.com or call (908) 322-9200 to establish a no-obligation complimentary appointment and begin your financial planning process now.