65 LaSalle Road, Suite 200
West Hartford, CT 06107-2312





Life Stage Planning

We all have different financial needs. Whether you’re a young professional saving for a new home or an experienced business owner contemplating retirement, as your circumstances and priorities change, a professional financial planner can put together a realistic plan to help you reach your goals.

The goal of our practice is to provide you with peace of mind that comes from knowing that your objectives and goals will be reached because you are working with someone you can trust. By working with someone well-versed, trained, and knowledgeable about financial planning and one who keeps abreast of changes that occur in the financial world, you can successfully:

  • Reach specific financial goals--including retirement.
  • Decide how to invest properly, based on your own goals and risk tolerance.
  • Reduce your taxes.
  • Ensure that your family and assets are suitably protected if the unexpected occurs.
  • Leverage a detailed custom plan that will help you to achieve your special goals…buying a home, retiring early, financing your child's education, and more.
Financial Planning services offered through qualified financial planners.

Case Studies

Click on the profile below to read about some of the clients whom we've helped at different stages of their lives, and how we applied our Pathway of Progress™ approach to meet their needs.

Young, Bright and Aspiring

  • Age group: 25–35
  • Characteristics: Bachelor’s degree or higher, homeowner, aspiring professional/entrepreneur, starting a family
  • Concerns: Income protection, untimely death of spouse

Up and Coming Professionals

  • Age group: 35–45
  • haracteristics: Graduate degree or higher, luxury homeowner, esteemed, hard-working professional/entrepreneur with a solid career, high-school aged children
  • Concern: College expenses

Made It...Now What?

  • Age: 45–55
  • Characteristics: Master’s degree or higher, owns a primary home, and possibly a vacation home or timeshare, wrapping up a long and successful career, ready to enjoy life
  • Concern: Retirement savings

Enjoying LIfe

  • Age group: 55+
  • Characteristics: Master’s degree or higher, wrapping up a long and successful career, divorced or widowed, ready to focus on his or her own needs
  • Concern: Self-sufficiency
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck