Improving Retirement Through Educational Financial Planning

Our clients’ Retirement goals are the most unique and important part of our daily work.

We use a collaborative team approach to educate and provide solutions for all Retirement Planning, Medicare/Medicaid and Social Security needs.


Our 50 years of combined experience and our unique team approach allow us to develop customized plans that help empower our clients to achieve their financial goals.


We offer a variety of financial solutions so you can decide what area and what program we need to work on together.

These are the areas we specialized in:

  • Medicare and Medicaid Planning
  • Social Security Planning/ Secure Act
  • Review Legal Documents (Wills, POA, Trusts, ect.)
  • Home/ Auto/ Umbrella Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Investment Planning
  • Income Planning
  • Protecting Assets from critical illness event

10 Waterside Drive, Ste. 104

Farmington, CT 06032

Office: 860-676-0260