INVESTMENT & FINANCIAL PLANNING
Hours:
M-T 8AM - 5PM; Friday 8AM - 3PM; Evening and Saturday hours by appointment only. Closed Sundays
Driving Directions:
North:
Take Rt. 9 S to exit 13.
Right on S. Main, office is on your left.
South:
Take Rt 9 N to exit 12.
Left on Bow
Straight on Saybrook
Left on CT17
Right on S. Main, office is on Left
Healthcare for your finances
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee* your own retirement security.
These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.