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At TrueStar Financial Partners, you’ll find:
Your Goals.
Our Guidance.
TrueStar.
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Who We Are
At Truestar Financial Partners, we offer Professional guidance and a personalized approach to help you navigate your financial journey with confidence.
TrueStar Financial Partners is a New Jersey-based, fee-only fiduciary firm providing expert virtual guidance to busy families and pre-retirees throughout South Jersey and the Greater Philadelphia area.
You bring your goals, we’ll bring our guidance. That’s the truestar way.
Who We Serve
Here at TrueStar Financial Partners, we’re passionate about providing expert guidance and personalized financial advice to all individuals. Our specialty is supporting busy families and pre-retirees—helping you simplify your financial life and make confident decisions.
Busy Families
We support busy families navigating major life transitions—like growing careers, kids, and competing priorities—with trusted guidance, steady accountability, and peace of mind that comes from having a plan.
Pre-Retirees & Retirees
We provide a structured framework for those near and in retirement to create a plan addressing your needs which may include: retirement readiness, income generation planning, and healthcare and longevity planning to name a few. Our goal is to help you align your financial resources with a clear vision for what you want this next stage of life to look like.
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I’ll send you something new each week—nothing spammy, just real thoughts from a real person.
You’ll get insights on things like financial planning, investing, and more. Some emails will be packed with helpful ideas… others might be a little more off-the-cuff. Either way, my hope is they’ll get you thinking differently (and more confidently) about your finances—while also giving you a feel for what it’s like to work with TrueStar Financial Partners, both in terms of our expertise and our personality.
What We Do
Here at TrueStar Financial Partners we offer 3 primary services to meet your financial planning needs.
Think we might be a fit? Schedule a free, no-pressure meeting here to find out.
How We Do It
Below is the typical approach you can expect when working with TrueStar Financial Partners.
Step 1: Initial Consultation
We begin with a no-obligation meeting to learn about your goals and determine whether our services align with your needs. It’s also a chance to see if we’re a good fit for working together.
Step 2: Plan Development
If we move forward, we’ll dive into a more detailed conversation called a Planning Clarity Session and gather key information. Your advisor will then develop a personalized strategy tailored to your situation.
Step 3: Plan Review, Implementation, & Monitoring
We’ll walk you through the recommended plan and, once you’re comfortable, begin putting it into action. Implementation typically involves steps on our end and may include actions for you or another professional (e.g. accountant, lawyer) as well. We’ll have periodic touchpoints to check in on your strategy and make necessary changes.
TrueStar Tools
Take a look at all of our educational pdf guides by clicking here! They’re designed to help you better understand your needs—and show you how TrueStar Financial Partners can support you along the way. These guides are meant to be informational and do not constitute financial planning or advice.
Shore to Settled: A South Jersey Guide
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Let’s Chat!
Find a time that works for you using the Calendly link below. Or send us a message by filling out the form below the Calendly link, by sending an email, or giving us a call and we’ll get back to you.
Email: Kenny@TrueStarFP.com
Office: 609-669-1137
Hi there, Thanks for getting in touch! We’ve received your message and will get back to you as soon as possible—typically within 1–2 business days. In the meantime, feel free to explore our site or check out our latest resources on financial planning and investing. Talk soon, Kenny Ginsburg, CFA®, CFP® Founder, TrueStar Financial Partners
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