Products and Services

financial planning products and servicesShorts and Associates helps individuals, families, and businesses focus on protection and long-term wealth strategies leveraging the power of earned income in the early years.

Financial decisions made in the early stages tend to have the greatest impact on your financial wealth creation future.  We strive to get your money to work harder for you.  The services we offer assist you in your personal finance decisions.

Shorts and Associates, based in Mount Laurel, New Jersey, offers a full array of financial products and services that, as part of your overall financial strategy, can help you achieve your goals.

Personal Services Business Services Investment Services
Conservation / Preservation

Retirement Needs Planning

College Funding

Will / Trust Analysis

Life Insurance

Long Term Care

Employee Benefits

Buy / Sell Strategies

Succession Planning

Executive Compensation

Risk Management Analysis

Managed Accounts

Mutual Funds

Variable Annuities

Conservation / Preservation

We assist you in the design and implementation of programs to help ensure that your wealth is passed along to family or others, without being negatively impacted by estate or inheritance taxes.  This service enables you to plan your personal estate to help ensure maximum distribution and conservation to future generations.

Contact Shorts and Associates

We are interested in hearing from you. Visit our Contact Us page for our phone and email information or to submit an online contact form.