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.