Products & Services
Specialty Markets
Education
Awards
Board Memberships
 

Faulkner Financial, LLC is a financial services firm with an objective approach to addressing your needs.

Specialized estate planning strategies for women, families with special needs children, and women business owners. Our objective is to help you achieve your goals by recommending products and strategies based on your needs.

Products & Services

Risk Management

Business Strategies

Life Insurance
Disability Income Insurance
Long Term Care Insurance
Group Benefits*

Business Succession
Executive Compensation
Executive Benefits
Buy/Sell Agreement Funding
Family Business Planning
Employee Benefits

Estate Planning

Retirement Products
and Services

Gift & Estate Tax Reduction
Strategies
Charitable Giving Strategies
Asset Protection Strategies
Estate Preservation

Qualified Plans
401(k)s
Annuities (Fixed & Variable)**
Mutual Funds**
Retirement Needs Review

Investment Services

Strategic Alliances

Asset Allocation***

CPA Firms
Banks
Credit Unions
Law Firms

* Not offered by MassMutual.
** Securities offered through MML Investors Services, Inc.
***Asset allocation does not guarantee a profit or protect loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.

Specialty Markets:
Special Needs and Long Term Care Planning:
Specialized practice in planning for families with special needs and disabled loved ones. Through SpecialCare(sm), a Massachusetts Mutual Life Insurance Company (MassMutual) program, we begin by providing you access to a compilation of information – from what you need to know to provide the best care to your loved one to how to manage the needs of yourself and other family members. Our goal is to ensure your family members standard of living when you are no longer able too. Special Care(sm) is an exclusive program of Massachusetts Mutual Life Insurance Company. For complete details discuss with a Special Care Planner or go to www.massmutual.com/specialcare.

Business Owners, Tax Reduction Strategies:
We conduct seminars all over the state of NJ through organization like the SBA and the Women Business Center for people in business teaching them the stragetgies of successful business owner. We also provide CPE credits to CPA to educate them about the financial planning issues that effect your taxes.

Women and Financial Planning:
We give women the comfort of working with other female financial professionals that will explain things to them in the way women know best. We provide articles, newsletters and books to help our women clients.

Education:
Graduated from West Chester University 2002
B.S. Finance
Minors: Economics and Accounting

Awards:
Formidable Women – August 2008 SJ Business Trends
Presidents Award – Tri County NJAWBO 2007
Women in Business - South Jersey Magazine 2007
Teal Heart Award – NJAWBO 2007
Emerging Young Entrepreneur – Miles Young Entrepreneur 2007
Leaders Club Qualifier – MassMutual 2006
Young Leader - MS Society 2006

Board Memberships:
New Jersey Association of Women Business Owners: Southern Region President
Devereux New Jersey: Vice Chair

Founder: Young Girls Network
Networking group of determined and strong young professional women starting out in business

Memberships:
Executive Women's Golf Association
Women in Insurance and Financial Services
New Jersey Association of Women Business Owners
Business Networking International

 
 
 
   
 
 
 
©2008 Faulkner Financial, All Rights Reserved. Design by Markations
Gwen Faulkner is a registered representative of and offers securities through MML Investors Services, Inc., Member SIPC. Supervisory Office: 2 Bala Plaza Suite 901 Bala Cynwyd PA 19004-1601 (610) 660-9922. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Faulkner Financial, LLC is not a subsidiary of MML Investors Services, Inc. or MassMutual. CRN201101-110122
 
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