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Discover how comprehensive wealth and risk management solutions designed by our experienced consultants can help grow and safeguard your personal and small business assets. After all the hard work and planning you have put into building your assets, it stands to reason you also want to give the protection it needs to thrive.


While nobody likes to think about getting sick or injured, consider what you would do if something were to happen to you or loved ones. With costs on the rise, along with the life expectancy and number of seniors, health care quickly becomes a difficult industry to understand. Our dedicated consultants can help you make sense of it all.

Hours of Operation:
Monday - Friday, 9:00 a.m. - 5:00 p.m.

Customer Contact Hours:
Monday-Friday, 9:00 a.m.-5:00 p.m.

Proudly Serving New Jersey

Our Story

Trust the people at Planning Ahead Brokerage to assist in creating a road map to manage your financial and health care goals. Having peace of mind knowing you have laid a firm foundation to achieve your financial and health needs is our main objective.

Planning Ahead Brokerage, LLC, is a local brokerage dedicated to helping our clients make better-informed decisions about their health and financial needs.

Our services are provided free to our clients—you’ll never have to pay us. We represent you to the companies, instead of operating the other way around, so your needs always come first. We work hard to serve your financial and health interests.

Our consultants facilitate our clients by developing comprehensive strategies, which would assist them in managing, planning, and achieving their financial and long-term health care needs.

Learn More about Planning Ahead Brokerage, LLC

Contact us to enlist helpful services from our brokerage firm.