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Products and Services

How We Work

Our firm's focus is in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Management

Managed Accounts

Mutual Funds

Exchange Traded Funds

Variable Annuities

Financial Planning

Retirement Plans

Income Planning Solutions


College Funding Plans

Insurance Solutions

Health Insurance

Certified Connecticut Partnership Long-term care

Long Term Care Plans

Disability Insurance

Legacy Planning

Charitable Planning

Life Insurance

Estate Planning

Estate Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  860-232-3918