Our Services | Overview

 

We’ve been helping individuals, families, and corporations for more than 13 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.

Financial planning for individuals

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, unbiased guidance in all areas, including:

Financial planning for business owners
Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

  • Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
  • Risk management, to minimize any threats to your business assets
  • Retirement planning, to make sure you have the right plan in place for your employees
  • Insurance planning, to ensure that your employees have the insurance benefits they need
  • Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances

Solutions for plan sponsors
As both independent financial advisors and accredited investment fiduciaries, we can deliver the objective, unbiased guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include:

  • Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
  • Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
  • Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success
  • Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors
  • Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings

No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.

Our Team

Get in Touch

CT Financial Partners 447 Naubuc Avenue Suite 110
Glastonbury, CT 06033
860-213-8315 860-838-4673

This communication strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, NV, OH, OR, RI, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy