Personalized Retirement Planning
Helping Individuals and Businesses Pursue Their Retirement Goals
Invest in Your Dreams Goals Future
We Put You First
Planning for your financial future can be overwhelming, but we’re here to help. Our personalized retirement planning services are tailored to address your individual needs.
As qualified professionals, our team specializes in personal and business retirement planning, individual portfolio modeling and management, financial planning, and lump sum retirement distributions and income analysis. We believe that everyone should have access to the resources they need to pursue their financial goals.
What sets us apart is our commitment to building lasting relationships with our clients. We value honesty, transparency, and integrity. Our philosophy is simple: say what you mean and mean what you say. Above all, be honest with yourself and others.
We take pride in getting to know our clients and their unique financial situations. Together, we can create a comprehensive retirement plan that meets your specific needs and helps you work towards your financial goals.
Financial Planning Assessment
We will start by assessing your total financial planning needs, taking into account your goals and milestones such as major purchases, marriage, children, education, dreams, and retirement. This step is crucial for understanding your unique needs and developing a plan that aligns with your goals.
Customized Goals and Wealth Creation
With your goals in mind, we will work together to define customized short and long-term goals that align with your unique needs and help you select the right financial products and services. We will also develop a plan that provides income replacement and asset protection in the event of disability, critical illness, or death, while focusing on wealth creation.
Ongoing Financial Management and Review
We believe that ongoing financial management strategies are crucial for ensuring that your plan meets your changing needs. Our team will continually monitor your plan to ensure it remains aligned with your goals and make adjustments as necessary. We provide regular reviews and updates to ensure that your plan remains relevant to any changes in your financial situation, goals, or milestones. We will also identify roadblocks or gaps that might impact your financial planning strategy, and make adjustments as necessary.
More Than a Financial Advisor
I have been a financial advisor for over 35 years. My journey in financial planning began in 1985 when I graduated from college and became an Investment Consultant with a major national firm in Hartford, CT. After gaining invaluable experience in that role, I moved on to become an Investment Officer with a regional bank in New England, where I continued to learn and grow as a professional.
In 1995, I returned to a nationally recognized Wall Street branded firm where I honed my skills as a financial advisor for several years before deciding to start my own independent financial advisory practice in 2003. Since then, I have been dedicated to providing personalized retirement planning services to individuals and businesses alike.
My passion for financial planning is rooted in my experience studying finance in college. It was there that I first realized the power and potential of financial planning to help people pursue their goals and preserve their future. But what truly motivates me in this line of work is the deep and meaningful relationships that I have built with my clients over the years.
To me, financial planning is not just about numbers and investments. It’s about people, their goals, and their dreams for the future. That’s why I take the time to get to know my clients on a personal level, to understand their unique financial situations and aspirations. By doing so, I am able to provide personalized retirement planning services that truly make a difference in their lives.
I am proud of the work that I do as a financial advisor, and I am committed to providing the best possible service to each and every one of my clients. Whether you are just starting to plan for your retirement or you are looking for guidance on managing your finances in retirement, I am here to help.
Insights & Market Commentary
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
Invest in Your Future
Take the First Step Toward Financial Freedom Today
We are dedicated to helping you pursue your financial goals with personalized financial planning services tailored to your specific situation.
Whether you’re planning for retirement, seeking to protect your assets, or investing for the future, our team is here to help you navigate the complex world of personal finance with confidence. We offer a wide range of financial products and services, including retirement planning, estate planning strategies, wealth preservation, insurance, and more.
Don’t wait to start building your path to financial security. Contact us today to learn more about our services and how we can help you pursue your financial goals.