Tracy A. MacKinstry, CFS

860.669.9900

Retirement Planning

Retirement planning is the process where we will determine how you can meet your life goals through the proper management of your financial resources.  MacKinstry Financial & Investments, LLC will take a "big picture" view of your financial situation and make recommendations that are right for you and your family. We will look at all of your needs including budgeting and saving, taxation, investments, insurance and asset management.  

Think of MacKinstry Financial & Investments, LLC as your best friend that you need to advise you on ways to pursue your financial goals.  We are 100% you-focused and work in the best interest of your current and future financial needs.  

We will work with you to develop a plan you are comfortable with in the following areas:

  • Asset Management
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

If you wish to discuss financial planning needs, please contact us to set up a confidential, complimentary consultation.