Welcome Kit

Our mission is to help our clients enjoy well-balanced and fulfilling lives by simplifying financial complexities.  Collectively, our team has over 130 years of experience in the financial services industry.  We work with clients in all stages and walks of life who may be:

  • Contemplating retirement decisions

  • Working in the health care field and recognize the need for assistance with their advanced planning needs

  • Women who want to feel more comfortable with investing

  • State of CT employees and their unique financial choices

Our primary focus is on providing personalize guidance through investment management services.  We also offer comprehensive financial planning services and hourly consultations.

Below are directions to our office, a contact sheet, and a checklist to help you gather the information that will lead our discussion during our discovery consultation.  During this meeting, we will explore how we may be able to work together.

Please do not hesitate to contact me with any questions.

First Meeting Checklist

Client Contact Sheet

Directions to Farmington Office