Bridge The Gap Between Your Financial Goals and Your Reality

about us

What Are You Waiting For?

Get Started With Our Process

At NJ Retirement Planning, our mission is to help you plan for retirement in a way that’s personal and meets your risk requirements. We want to build strong relationships and help bridge the gap between financial goals and reality, providing strategies and support for every step of your journey. Our aim is to be the trusted guide on your financial path, helping you reach your retirement goals in your own way.

Explore

To start, we'll connect to establish common ground, review your current financial situation, and outline your goals.

Develop

After thoroughly examining your financial position and objectives, we will craft a comprehensive plan to guide you toward a stable financial future.

Execute

Once we've settled on the best plan for you, we'll begin putting it into action, bringing you closer to your ideal retirement!

Learn Who We Are

What Makes Us Different

We place a strong emphasis on cultivating lasting client relationships, always prioritizing your aspirations and well-being.

We provide tailored strategies and comprehensive support at every stage of your financial journey.

With our commitment to being your trusted guide, we strive to empower you to achieve your retirement goals in a way that's uniquely yours.

meet our team

Joel V. Russo

founder/principal

Phone/Text: (732) 359-3990

Barbara Javier

Client Advocate

Phone/Text: (732) 359-3990

robert haggan

medicare specialist

Phone/Text: (732) 890-8261

annemarie schreiber, esq

CELA ATTORNEY

Phone/Text: (732) 797-1600

STEVEN BUDRICK

TAX ACCOUNTANT

Phone/Text: (732) 359-0290

CRISTINA COLLADO

EVENT PLANNER

Phone/Text: (732) 359-3990

LAUREN RUSSO

MARKETING

Phone/Text: (732) 359-3990

Still Have Questions About NJ Retirement Planning? Contact Us Today!

We pride ourselves on our deep-rooted commitment to assisting individuals and businesses in achieving their financial goals through tailored strategies and personalized solutions.

Joel Russo

Owner/Founder

Joel Russo is a New Jersey native and has been in the financial services industry for more than 35 years. He is dedicated to helping his clients reap the rewards of a well-planned retirement. Unlike many financial professionals, Joel specializes in the retirement market, "the over 50 crowd,” and has dedicated his practice to educating this community with workshops on topics relating to income from the right sources, taxes in retirement, RMD pitfalls and legacy planning.

Joel's "Over 50" area of concentration was inspired years ago when he witnessed the challenges faced by his parents who had not been advised properly regarding retirement issues. Joel's passion then became helping his clients to avoid some common retirement mistakes.

Throughout his career, Joel has met with and continues to consult with several hundred planners like himself around the country to learn, grow and build the skills necessary to help his clientele enhance their overall financial situation in retirement.

Understanding that continued learning is essential to adapt and evolve in an ever-changing financial industry. Joel has been published in many articles over the years from Newsday, U.S. News and World Report and Yahoo Finance. Along with hosting educational events, Joel has authored a book titled Amazing Retirement: The Retirement Specialist’s Guide to a Strong Financial Future.

Joel and his wife, Gina, have three daughters and two grandchildren and reside in Ocean County.

Download a copy of our "10 steps to a Successful Retirement" Guide!

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