Designed To Establish & Meet Your Goals
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Qualified Accounts (accounts that have not been taxed) – IRA, 401k, 403B, Simple IRA and Self Employment Pensions (SEP)
- Non-Qualified Accounts (accounts that have already been taxed) – CD, Fixed Annuities & Mutual Funds
To prepare our clients for the environment that we are in with intense independent study. It is our desire to help navigate them through the rough waters we are currently in as well as the rougher seas that may be on the horizon.
We have been working with individuals in Connecticut for over 22 years. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our knowledge and experience to help you pursue your financial goals.