Frequently Asked Questions

There is a myth that all financial professionals require you to invest large sums of money, bill you for their time, or charge for an expensive financial plan. To us, this doesn't make much sense. We have a different approach. We believe in coaching and mentoring you in building your financial house from the ground up by teaching sound principles. We have access to the best tools in the business and will optimize your financial picture. Our goal is to put money in your pocket at the end of every month, not take it away. 

It actually doesn't take as much time as you may think. We do most of the hard work for you. The approach is a simple one. We meet with you and your spouse or life partner, if applicable, for a short session in the privacy of your own home or by a virtual meeting. We gather some basic information to get a snapshot of your needs and goals. We then access all the tools at our disposal and build you a complimentary, customized and confidential plan to follow. After that, we coach you every step of the way and are always here to answer your questions or concerns in following your plan. It really is that simple and usually takes no more than an hour.

We are fully licensed financial professionals. We are bound to the ethical and moral laws set down by the State of Connecticut, the Secuities and Exchange Commission (The S.E.C.) and The Financial Industry Regulatory Authority (F.I.N.R.A). We believe in the best interest of the client first and foremost. We follow strict guidelines of confidentiality.