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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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.