CONNECT

Address:

290 Salem Turnpike
Norwich, CT 06360

Phone:

860-859-4308

Fax/Other:

860-823-1787

Our Services

We serve individuals and businesses in all areas of financial management, including:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.

Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

Guided Wealth Portfolio

Aim to grow your future with access to an advisor and the convenience of online investment management.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.