Upcoming
Upcoming Event — October 17
We are finalizing the details for this Saturday gathering. Reserve your spot now and we will send you the specifics.
Family-owned · Since 2000
Your family’s future,
in trusted hands.
Life insurance, retirement income, health coverage and Medicare guidance — from a family practice that has stood beside its clients for 26 years.
Prefer to talk? Call Gautam (973) 722-9191 Call Shweta (732) 543-9835
- 26 Years serving families
- 2000 Family-owned since
- 10 States where we’re licensed
- 9 Areas of coverage
Our story
A family practice, built on trust
Gautam Shah opened the doors of Shah & Amin Financial Services in 2000 with one promise: to treat every client like family. More than a quarter century later, that promise is still how we work.
Today, Gautam and Shweta Shah Amin help individuals, couples and families make confident decisions about life insurance, retirement income, health coverage and Medicare — explained in plain English, at a pace that suits you.
We are open seven days a week, because the questions that matter most rarely wait for Monday.
What we do
Nine ways we protect what matters
From the day you start a family to the day you retire — and every chapter after — we help you choose coverage that fits, and explain every option along the way.
- Life Insurance Term and permanent coverage that keeps your family secure — and your plans on track — if the unexpected happens.
- Annuities Turn savings into dependable income, with options designed for growth, protection or lifetime payments.
- IRAs Traditional and Roth IRAs that let your retirement savings grow with valuable tax advantages.
- 401(k) Rollovers & Retirement Planning Changing jobs or retiring? We help you move old workplace plans carefully and map out retirement income.
- Health Insurance Individual and family health plans explained clearly, so you can choose coverage that fits your doctors and budget.
- Medicare Plans Medicare Advantage, Medicare Supplement and Part D drug plans — compared side by side, in plain English.
- Long-Term Care Plan ahead for care at home or in a facility, protecting your savings and your independence.
- Disability Income Insurance Replace part of your paycheck if illness or injury keeps you from working.
- Travel Insurance Travel medical and trip cancellation coverage, so an emergency far from home or a cancelled trip doesn’t become a financial setback.
Medicare · Annual Enrollment
Turning 65, or reviewing your Medicare plan?
Medicare has many moving parts — Parts A, B, C and D, Medigap, enrollment windows and penalties. We explain your options in plain English and help you compare plans side by side, so you can enroll with confidence.
Annual Enrollment Period
Oct 15Dec 7
Opens October 15 — in 2 days
During Annual Enrollment you can join, switch or drop a Medicare Advantage or Part D drug plan for the coming year.
Your story could help another family
We are gathering client reviews to share here. If we have helped you protect your family or plan for retirement, we would be honoured if you would tell others about your experience.
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