R.I.C.H. Planning Group

 

 

 

 

 

 

"Your Dreams. Our Commitment."

At R.I.C.H. Planning Group, LLC, we understand that trust is the most valued aspect of the client/advisor relationship. Our associates' unparalleled service, financial planning proficiency, and unwavering integrity have created long lasting, personal relationships with our clients. We pledge to give each and every client value for their money, resulting in customer satisfaction. We do not just say we care...we show it.

Our website is full of useful financial information. Please click on the "Articles" and the "Newsletters" links (located at the top of this page) to review various topics, written in an informative and entertaining style. You can also click on the "Associates" link to learn about the members that make up our team.

Subscribe to our Enewsletter, "Let's Talk Money"

For a free, no obligation "Get Acquainted" meeting to explore your financial planning needs, please call either Robert or Craig.

Thanks for visiting our Website!

Woodbridge:  
Robert A. Imparato, Jr. CFP® 732-326-5241
Craig A. Hyldahl CFP®CDFA™ 732-326-5240
FAX: 732-326-5331
Morristown:  
Jody D'Agostini CFP®CDFA™  973-401-2513
Craig A. Hyldahl CFP®CDFA™ 973-401-2513  
FAX: 973-401-1623  

Financial Planning is offered through AXA Advisors, LLC.

CFP®, CERTIFIED FINANCIAL PLANNER ™ and CFP (with flame logo) ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Certified Divorce Financial Analyst designation from the Institute for Divorce Financial Analysts.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

More Newsletters →