Patrick J Flanagan

Eastern Shore Safe Money Solutions is a trusted financial services provider in Neptune, NJ, with over 35 years of experience. They offer expert advice and solutions for building, planning, and protecting the future of individuals and their families, including retirement preparation, final expense coverage, term insurance, health insurance, and pension and retirement income planning. With a focus on providing peace of mind, Eastern Shore Safe Money Solutions specializes in offering comprehensive financial strategies that ensure clients are fully prepared for various life events, such as funeral expenses, educational costs, and healthcare needs. Their team of experts is dedicated to helping individuals achieve financial independence and a secure retirement through personalized investment and tax-saving strategies.Generated from the website

Meet Birds Eye Birds Eye Wealth is the culmination of everything I have learned, both good and bad, over the past 20 years in corporate and personal finance. My planning process has evolved over the years and today it involves a truly comprehensive and macro (bird’s eye) view of your finances. Once the big picture is fully in view, we can see and evaluate the smaller, micro details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning.

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