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Financial Planning in Mystic, CT

Life is what happens to you while you're busy making other plans. 

- John Lennon

Financial Planning

Unless you've worked with another financial planner in the past, your retirement savings is likely made up of a variety of independent sources. Insurance, savings, an employer-sponsored investment plan, maybe even some investments you made yourself. Each play a small part of your financial plan. Now that retirement is nearing, you need to pull them all together into a cohesive strategy.

You don't have to do it yourself. 

I'll analyze each piece of your financial puzzle to help you decide how the pieces work together to accomplish your retirement goals. Together, we'll take a look at your financial "big picture" to ensure each piece is managed properly for the long haul.

It's your life and your retirement. You deserve a chance to make it what you want.