FAQ’s
Have a question? It may have already been asked.
Questions always come up, especially when planning for your financial future. We’ve compiled some of our most common questions here for your convenience, but we’re happy to answer any others you may have.
Since 1978, we’ve helped thousands of individuals make smart financial decisions. Over the past forty years, we’ve been able to track market trends and develop the core principles that let us manage your wealth with common sense and insight. At our client appreciation events, we’re thrilled to hear how our clients and their families have benefitted from working with us.
Money doesn’t come with an owner’s manual. We all start somewhere. Part of our job is to help you navigate important financial decisions by translating them into plain English. Together, we discuss and review your finances in order to create a tailor-made retirement plan that will help you reach your goals. We even offer free informational workbooks to get you started.
Absolutely! We work with singles, couples with and without children, divorced couples, domestic partners, multiple marriages with extended families and the list goes on. We create custom financial plans based on your unique situation and needs.
Our clients come to us, and stay with us, because we help them sort through all the media “noise” about insurance, investments, and retirement. Helping our clients keep their emotions in check and seeing them through both the highs and lows of the American economy is one of our most valuable services. Life is unpredictable, and our planning gives our customers an extra measure of security and comfort.
We’re fiduciaries. That means we are legally obligated to put your best interests first. If you don’t need our services or products, we’ll be the first to tell you. We’re also family-owned and operated, which means our clients receive world-class financial advice without the corporate aftertaste. Learn more about what makes us special.
No. We act only in the capacity as your advisor.
Yes. Your privacy and security are our top priority. We use multiple levels of security in all of our business practices. We will never sell or distribute your email address, username, password or any identifiable information about you or a family member, ever.
$299 Tax Prep
Federal & CT for New Clients
Includes Tax Reduction Planning
A $350 Value!
CT Residents Only Ages 50+
$99 per Additional State
