Augulis Financial Firm is committed to serving our clients by truly understanding their needs and providing the expert guidance and leadership they seek from their financial advisor.
Fred has been helping families and businesses around Bridgewater with their financial planning needs for over 13 years.
"Partnering with Alan Augulis to create the Augulis Financial Firm has been the apex of my career", Fred says. "It enabled me to coordinate my Financial, Tax and Insurance skills with his Legacy Planning and Eldercare expertise for the benefit of our clients. I have never been more confident in the work that we do for our clients."
Fred's focus on the benefits of Modern Portfolio Theory has re-energized his commitment to the business. He states that, "As an analytical person, having the data to support this definitive and verifiable investment strategy has made me confident I am doing the right thing for my clients."
Fred is Vice President of RAMP-Team 303, the parent organization that supports the high school robotics team. He has coached youth baseball, football and soccer teams over the years.
Fred is married to Beth Ann and they have three children, Owen, William and Benjamin. In his free time Fred enjoys many outdoor sports, and invites you to ask him about his Disc Golf obsession.
Mr. Augulis has invested considerable time and energy helping to educate others on the topic of estate planning and has become a sought-after speaker in the estate planning and elder law arena because of his informative and entertaining seminars.
Mr. Augulis works closely with other financial professionals in coordinating his clients’ financial plans, investments and tax planning with their estate plans. He is also certified by the State of New Jersey to teach Continuing Education courses to Financial Planners and Insurance Agents. In 2017 he co-authored the book The Ultimate Road Map to Estate and Legacy Planning.
Alan obtained his undergraduate degree in accounting and business administration from Seton Hall University, graduating magna cum laude and selected for membership in the prestigious Beta Gamma Sigma and Beta Alpha Psi honor societies for business and accounting.
He was awarded his Juris Doctor from Rutgers University School of Law. Mr. Augulis went on to pursue graduate legal studies in tax laws, and holds a Master of Laws degree from New York University.
Alan is an active member of the American Academy of Estate Planning Attorneys and the New Jersey State Bar Association, including its tax, probate and estates, and elder law sections.
Alan is admitted to practice before the United States Tax Court, the Third Circuit Court of Appeals, the United States District Court for the District of New Jersey and the New Jersey Supreme Court.
With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can make a real difference, both for your family and your business.
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why our team of experts can help determine the appropriate course of action and strategy for all of your wealth needs.
Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in sync, with every item properly addressed.
In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:
This process can be key to creating and maintaining your financial comfort. It can include:
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.
We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.
We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.
Augulis Financial Firm, LLC
5 Mountain Blvd., Suite 9B
Warren, NJ 07059
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