Make the most out of retirement

Retire With Confidence

We take the guesswork out of retirement planning so you can feel secure and excited about your future.

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We don't just manage portfolios, we can help you generate income and pass assets on to the people you love.

With the mindset to serve and not sell, we'll analyze your situation and develop a plan that works for your vision and lifestyle.

We can help you execute a sound financial program utilizing the following services:

1

Investment management

2

Tax management*

*We do not provide tax advice. Consult your tax advisor.

3

Retirement strategies

4

Inflation Hedges

- Cost of living adjustments

- Income strategies

5

Estate conservation

How We Serve

Who We Are

Our Promise To You

We Will Serve you.
We Will Guide you.
We will always put your best interest First.

Address:

216 Davis Street Suite A Oakville, CT 06779

Monday: 8:30AM- 4:00PM

Tuesday: 8:30AM- 4:00PM

Wednesday: 8:30AM- 4:00PM

Thursday: 8:30AM-6:00PM


Friday: 8:30AM- 4:00PM

Check our latest news

Our Clients look a lot like you.

Our Clients look a lot like you.

Here are a few scenarios of the types of people we serve.

A couple in their 60's looking for someone they can trust.

A couple in their late 50's anxious to retire and want to get on track.

A widow in her 70's worried about income reduction after the passing of her husband.

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