James A Lavorgna, J.D., LL.M., CFP
Forsyth Wealth Management, Inc.
249 Route 94
Suite 3
Vernon, NJ 07462 Map It
Telephone: 866-768-6886
Degrees: BS-Finance (1987), Upsala College;
J.D.-Litigation (2001), Thomas M. Cooley Law School;
Master of Laws (LL.M)-International Taxation (2002), St. Thomas University School of Law;
CFP Designation(1984), College for Financial Planning
Concentration: Certified Financial Planner practitioner, Chartered Wealth Manager, provides financial, tax, asset protection, and cross border estate planning services in both domestic and international markets.
Investment Analysis, Asset Allocation, Retirement Planning, Concentrated Positions, Risk Reduction, Retirement Plan Rollover Planning.
Qualifications: Forsyth Wealth Management, Inc. is a Fee-Only Independent Registered Investment Adviser. Mr. Lavorgna has been in the financial services industry since 1976 and received his CFP designation in 1984.
Flat Fees / Pricing Info.:
Financial Planning,Business Planning and Formation - Piecemeal - Hourly - $250. Flat Rate - Minimum Comprehensive Financial Planning Fee - $2,000
Trust Centered Estate Planning - Covers, Revocable Living Trust, Pour-over Will, Affidavit of Trust, Special Power of Attorney, Living Will, Health Care Power of Attorney, Anatomical Gift Disposition. Rates start at $2,250.
Investment Planning and Concentrated Positon Consulting - Min. $250 per hour or Fee.
Asset Protection, Offshore Planning, International Business Planning - Hourly $250 - $450.
Web Site: http://www.forsythwms.com