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Strategic Wealth Solutions

17 High Point Road
Lincroft, NJ 07738

Phone:

732-709-7946

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Making Money Work for People

Complete Financial Life Management

Strategic Wealth Solutions - Your finances fuel the life you want to live. Your financial life must be in balance, working in harmony with your values, for you to achieve your full financial potential. Invst provides private wealth management for you, not just the uber wealthy.

Today's investment climate offers unprecedented opportunities.

Our mission is to help clients take advantage of those opportunities by providing them with three key tools:

                                                                                               *   A clear understanding of their financial goals

                                                                                               *  A well-defined roadmap for achieving those goals

                                                                                               * Ongoing advice to help adjust their roadmap when their needs change

Here, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Visit often, as our content is constantly changing. For help with your financial management, or for more information, please contact John Long today.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Describes how Roth accounts can generate tax-free retirement income.

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Describes benefits of volunteer travel for personal growth and giving back.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much can you afford to pay for a car?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck