We’ve been helping clients in the greater Wallingford, Connecticut, area prepare for their financial future for more than 26 years. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting objective, impartial guidance in all areas, including:

• Accumulation, so your investments address your objectives and comfort level
  
  
• Retirement planning, so you are well positioned to pursue your dreams
  
  
• Estate planning, so you can pass on your assets to whom you choose
  
  
• Risk management, to minimize any threats to your personal or business assets
  
  
• Business planning, to help you manage and grow your business
  
  
• Taxation, to minimize the tax burdens you face now and in the future

Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build the plan that works for you.