Team

Our firm utilizes LPL Financial, Member FINRA/SIPC, the leading independent broker-dealer firm in the United States (As reported in Financial Planning June June 1996-2014 based on total revenue). Therefore, we do not offer any proprietary products. We specialize in retirement planning by looking at your whole picture today and for the future. Through the subsidiary company, Educators' Retirement Consulting, we have helped hundreds of educators in Connecticut with their retirement needs. We also often assist many small business owners and individuals in helping them reduce their tax burdens, save for their retirement and their employees. We make it a priority to connect our clients’ goals and values with their financial decisions. The firm is especially advantageous for full planning services, including investments and insurance.

 
Tracy helps you make smart choices with your money. She is an Economics/Finance graduate of Syracuse University and has also received her paralegal certificate at the University of Hartford. Ms. MacKinstry has been devoted to financial...

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Client Service Associate860.669.9900, ext 2christian.tompkins@lpl.comChristian Tompkins is the Client Service Associate of the MacKinstry Financial & Educators Retirement team. A recent graduate of Central Connecticut...

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