Unbiased and Independent Financial and Retirement Planning

Let’s face it – not many of us have pensions anymore. So how do you create a financial plan for retirement in a post-pension world? You have to sharpen your pencil and figure out what you need to save and how best to invest those savings. Our fiduciary financial planners can help.

  • We have the best software in the industry – MoneyGuidePro.
  • We have certifications that are considered to be the gold standard in the financial world – CFA, CFP® and CPA.
  • We are a fiduciary – independent and transparent.

Check out our video or financial process below to see how we work. Better yet, give us a call at 203-458-6800 to set up a no cost, no obligation consultation to begin your financial planning for retirement.

 

The best time to plant a tree was twenty years ago. The second best time is now.

-Chinese Proverb

 

Below is our process.  Although it appears dull, it is highly effective.  It helps us to get to know you and in turn, offer the best possible advice for your plan.

Let us help you in this post-pension world.

Call us at 203-458-6800 or Email Us Click Here

First, we get to know you.

  • key issues for you and your family
  • financial goals, timing, any unique needs
  • current financial picture
  • risk tolerance, attitude toward market volatility
Next, we use your info to make a plan.

Analyze:

  • personal, financial information
  • income goals, probability
  • liabilities

Action Plan:

  • growth, preservation, transfer of wealth
After you agree to a plan, we put it in motion.

  • retirement and education plans
  • estate plan, trust, philanthropic plans
  • plan diversification, hedging, insurance, tax minimization
  • asset management

 

We keep an eye on things so you don’t have to worry.

  • track progress toward goals
  • set/follow guidelines for liquidity, asset allocation
  • notification if portfolio strays outside guidelines
  • performance reports
  • online access for 24/7 account viewing

 

CFP Financial Planning Process

Check off one of your New Year’s Resolutions by starting a Plan.  We are ready when you are.

Retirement Guide Check out our FREE GUIDE on Are You Ready For Retirement?

Call us at 203-458-6800 if you would like a hard copy of the Guide.

Click Here To View Our Fiduciary Pledge

Click Here To Set Up a Meeting. No Pressure. No Obligation.