The Triton Financial Planning Group Inc. inherits the proud legacy of one of the oldest independent planning firms in New Jersey, Robert J. Oberst, Sr. & Associates, known for its Tradition Of Service since 1969.
Established in 2015, Triton's CERTIFIED FINANCIAL PLANNERTM professionals and CPA's provide a full range of customized financial planning, investment management, tax and accounting services.
The firm is committed to holistic financial planning on a personalized basis.
Newsletters
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.