Improving Retirement Through Educational Financial Planning

As a father-daughter team, we bring a unique blend of experience, expertise, and familial dedication to every client relationship.

With specialization in life, long-term care, and retirement planning, we recognize the multifaceted nature of financial preparedness for the future. Leveraging our collaborative team approach, we strive to educate and provide comprehensive solutions tailored to each client's specific needs.

Drawing from our combined 60 years of experience, we have honed a distinctive approach that emphasizes personalized planning and empowerment. By taking the time to truly understand our clients' goals, preferences, and concerns, we develop customized strategies that align with their unique circumstances and aspirations.

Our expertise extends across a broad spectrum of financial areas, including retirement planning, Medicare/Medicaid, and Social Security optimization. Whether our clients seek guidance on investment strategies, long-term care considerations, or navigating the complexities of government benefit programs, we stand ready to offer informed advice and support.

We understand that every individual's financial journey is unique, which is why we offer a variety of financial solutions tailored to meet their specific needs. Whether it's crafting a retirement savings strategy, optimizing insurance coverage, or maximizing Social Security benefits, we empower our clients to make informed decisions about their financial futures.

Ultimately, our goal is to serve as trusted partners in our clients' financial journeys, guiding them through life's transitions with confidence and peace of mind. Through our collaborative approach, personalized solutions, and unwavering commitment to client success, we strive to make a meaningful difference in the lives of those we serve.

These are the areas we specialize in:

  • Medicare and Medicaid Planning

  • Medicare Supplement and Advantage Plans

  • Hospital Indemnity Plans

  • Pre-65 Health Insurance (Access Health)

  • Social Security Planning/ Secure Act

  • Review Legal Documents (Wills, POA, Trusts, etc.)

  • Home/ Auto/ Umbrella Insurance

  • Life Insurance

  • Final Expense Insurance

  • Short Term Care Insurance

  • Long Term Care Insurance

  • Investment Planning

  • Income Planning

  • Protecting Assets from critical illness event

20 Waterside Drive, Ste. 202

Farmington, CT 06032

Office: 860-676-0260