30 Two Bridges Road, Suite 320
Fairfield, NJ 07004

Phone:

973-439-6040

Fax:

973-882-7565

Jeffrey Gaier, JD,CFP®, CLTC®

Jeffrey Gaier is an attorney, CERTIFIED FINANCIAL PLANNER® professional and Family Office Director. Since 1983, Jeff has provided financial services, primarily in the areas of estate conservation and philanthropy for individuals and family offices, while counseling business entities on retirement plan design and executive compensation.

Previously, Jeff served as Trust and Estate Manager/Senior Vice President with Merrill Lynch Trust Company, based at the firm's world headquarters in New York. Prior to joining Merrill Lynch, Jeff practiced in the Wealth Planning Strategies Group for Bankers Trust Private Banking, also in New York.

Earlier in his career, Jeff was trained as a tax attorney with the Personal Financial Services Group at Coopers & Lybrand, LLP (now PricewaterhouseCoopers). Jeff also served as law clerk to the Honorable Joseph C. Small of the Tax Court of New Jersey.

Newsletters

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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