Over the past 30 years, I have worked with my client's helping them achieve their financial goals of creating a more comfortable retirement, paying for college, working with them through the divorce process, and by helping them with estate planning needs including life insurance.
What I have learned is that everyone's circumstances are different and that each financial plan is different too. I believe in trying to achieve the best results for you with a plan that is unique to you. We are not cookie cutters. We will look at all types of investment products to find the ones that best suit your needs. Our fee structure is what works best for you. Whether it be fee based, commission based or an hourly rate. What works best for you, works best for us and we hope that you are satisfied enough to refer us to other friends and family.
We will always act in your best interest. We will always try to answer your questions and if we don't have the answers you need we will consult other experts on your behalf. We work with an extensive network of other professionals (lawyers, accountants, insurance agents, mortgage brokers etc.) to find the solutions you need.Please feel free to read the articles and use the calculators that are posted on this site. If we can be of any further assistance, please do not hesitate to call us at 860-644-9834 or email us at [email protected]
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Principles of Preserving Wealth
Planning for the Expected
My Retirement Savings
Lifetime of Earnings