Retirement Planning in Phillipsburg, NJ With a Real Local Office

Work with a retirement-focused team at our Phillipsburg location to build a clear game plan for income, healthcare, and benefit decisions.

A black and white drawing of a football strategy with arrows and x 's.
Black-and-white icon of stacked coins with a dollar sign in front of chairs

Meet Locally in Phillipsburg for Retirement Planning

If you're in Phillipsburg or anywhere in Warren County, having a local office makes retirement planning easier. Instead of relying on distant firms or generic advice, you can sit down and talk through your decisions in person. Halftime Wealth Management operates from its Phillipsburg office at the Warren Professional Building, making it convenient for both New Jersey residents and those across the river in eastern Pennsylvania. Whether you're approaching retirement or already retired, local access helps you move forward with more confidence.

Retirement Planning That Connects Every Decision

Retirement is not just about investments. It's about how income, Social Security, Medicare, and protection strategies all work together. Many people in Warren County feel unsure how to connect these pieces into one clear game plan. Halftime Wealth Management helps you coordinate each part so your decisions support your long-term financial stability. Clients on both sides of the Delaware River find that having a local team makes these conversations easier and more actionable.

Two people reviewing documents at a table with a tablet and coffee cup

Recognized Expertise at Your Local Phillipsburg Office

The advisors at Halftime Wealth Management hold the Certified Annuity Advisor (CAA) designation and have earned carrier-level recognition for retirement income planning. When you meet with our team in Phillipsburg, that's the level of focused expertise you're sitting across from.


  • Allianz Life Top Producer
  • American Equity Platinum Elite Agent
  • TruChoice Financial Top Financial Professional

Services Available at Our Phillipsburg Office

A man and a woman are doing yoga together in a park.

Retirement Income Planning


Transitioning from saving to spending requires a clear strategy. This service helps Phillipsburg clients create a reliable income plan designed to support their lifestyle throughout retirement.


Explore Retirement Income Planning
A man in a red shirt is swinging a golf club on a golf course.

Social Security Exploration


Claiming Social Security benefits is a major decision, especially for couples coordinating timing. This service helps you understand your options and how benefit timing affects your long-term income.


Explore Social Security Benefits
A man with a beard is running on a pier near the water.
Man carrying a smiling child on his back at the beach with ocean waves behind them
An elderly man getting his blood pressure measured.

Why Phillipsburg and Warren County Residents Choose Us

1

Real Local Office

Meet in person at 224 Roseberry Street, Suite 2, Phillipsburg, NJ in the Warren Professional Building.

2

Retirement-Focused Approach

Guidance is built specifically for retirement decisions, not general financial advice that misses the bigger picture.

3

CAA-Credentialed Advisors

Certified Annuity Advisor designations reflect a deeper focus on income strategies and annuity planning.

4

Coordinated Strategy Across Services

Income, benefits, and healthcare decisions are aligned so your plan works together.

Start Your Retirement Plan

Serving Phillipsburg and Beyond

While many clients meet at our Phillipsburg office, we also work with individuals and couples across Warren County and nearby Pennsylvania communities. This cross-river convenience allows you to access local retirement planning support no matter which side of the border you call home.

Two people reviewing documents at a desk with a laptop in a bright office

Common Questions About Retirement Planning in Phillipsburg

  • Do you have a physical office in Phillipsburg, NJ?

    Yes. We are located at 224 Roseberry Street, Suite 2, Phillipsburg, NJ in the Warren Professional Building.

  • Do you work with clients across Warren County, NJ?

    Yes. We serve clients throughout Warren County and nearby areas.

  • What retirement planning services do you offer from the Phillipsburg office?

    We provide retirement income planning, Social Security planning, Medicare planning, annuities, and long-term care planning.

  • Can you help with Medicare and Social Security benefits in New Jersey?

    Yes. These services are coordinated to help ensure your benefits and healthcare decisions align with your retirement plan.

  • How do I schedule a free retirement consultation in Phillipsburg?

    You can call or use the contact form to schedule a no-obligation consultation.

Start Your Retirement Plan With a Local Team

Retirement planning becomes clearer when you can talk through your decisions face to face. Halftime Wealth Management helps individuals and couples in Phillipsburg and across Warren County build coordinated plans that bring income, healthcare, and benefits together. Schedule your consultation and take the next step with a local team.