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Find a Retirement Planner You Can Trust
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Sample Listing of Connecticut, CT Retirement Planners
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P.C. Planning & Benefits, Inc.
237 Hopmeadow St. #107 Simsbury, CT
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Our company was founded upon principals that place the utmost value on our client's financial issues, tax concerns, transition planning for both death and disability as well as retirement income.
We are in the business of building long term relationships that are based upon trust and quality client service. We believe that our clients should participate in the market but with a downside protection strategy to mitigate risk. Our motto: "Win by not Losing!"
Regardless of your situation, we are prepared to discuss your issues in a personal, professional and dignified manner.
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Raymond James Financial Services, Inc.
116 South Main Street Wallingford, CT
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To help clients maintain and improve their standard of living by providing the investment products and services that they need, the personal service that they deserve and the unbiased advice that is morally and professionally required.
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Chadwick Financial Advisors
15 New Britain Avenue Unionville, CT
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Helping people improve their financial situations is our mission. One definition of insanity is doing what you've always done and expecting different results. It is true that in order to work towards improving your outcome you'll need a proven, systematic process that is easy to implement and maintain. We've been entrusted to help hundreds of families, businesses, charities and pension funds work towards reaching their goals - truly an honor and a responsibility we do not take lightly - we treat client assets as if they are our own. We can help you protect what you have by making responsible decisions today as well as watching out for your future - helping you avoid potential problems decades down the road. The forethought we put into the process is something many people don't appreciate for years until they realize how important a decision years ago is in their life today. We have a proven process using Moneytrax, our financial modeling system to allow you to see complex financial
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Barnum Financial Group
6 Corporate Drive, Suite 550 Shelton, CT
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As a member of a wealth managewment team, I follow a simple 4-step process. I help you clarify your goals and objectives, allocate your assets, create a portfolio for maximum long-term performance and continually monitor this process for successful execution of the strategy. With the assistance of my team which includes an investment specialist, CFP, CPA, estate attorneys and a mortgage specialist, I will guide you through the issues of projecting your retirement income needs, developing a pro-active tax strategy to keep more of what you earn, working on short and long-range planning and evaluating various investment choices in an independent environment.
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Commonwealth Financial Network
518 Monroe Turnpike, 2nd Floor Monroe, CT
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I work with clients for all their financial planning needs specializing in:
> Retirement accumulation planning
>Maximizing retirement income
>Portfolio Analysis
>Legacy Planning
We design a financial roadmap to assist clients to increase their income, not outlive their funds, keep up with inflation and potentially leave a legacy. I work with clients to generate a comprehensive "game plan" which is flexible enough to change with different life events.
While our services are backed up by some of the world's best associations, the guidance is strictly personal.
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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