Our Services

With over 75 years of combined experience in helping individuals, families, and corporations, we carry a broad experience in every aspect of financial and retirement planning. We can deliver an integrated plan that’s right for you.
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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, impartial guidance in all areas, including:
‣ Accumulation, so your investments address your objectives and comfort level.
 Retirement Planning, so you are well positioned to pursue your dreams.
 Estate Planning, so you can pass on your assets to whom you choose.
 Risk Management, to minimize any threats to your personal or business assets.
 Business Planning, to help you manage and grow your business.
 Taxation, to minimize the tax burdens you face now and in the future.
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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.
 Business Planning, to help you manage and grow your business
 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.
STAY UP TO DATE WITH US
180 Glastonbury Blvd.
Suite 102
Glastonbury, CT 06033
Client Relationship Summary
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.
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