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Concerned About Inflation? Here are 5 Steps to Take Control of Your Finances
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About Me
Hailing from the picturesque town of New London, Connecticut, I grew up with a deep admiration for the Coast Guard Academy, nurturing a childhood dream of donning the uniform and serving my country as an officer. After fulfilling that dream and serving honorably, I transitioned to a new chapter as a financial advisor. I have forged a practice dedicated to providing unparalleled support to people who value having a comprehensive financial plan. Whether you're planning on retiring in the next ten years, a small business owner, an attorney, or navigating the intricate world of financial services, my team and I are here to be a resource and provide value through robust, integrated planning.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Here are our teams areas of expertise
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Advisory Services
Business Planning & Succession
Business Employee & Executive Benefits Planning
Estate Planning
Charitable Planning