CONNECT

Address:

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

Phone:

860.521.1119

Fax/Other:

860.521.2251

Pathway of Progress™

We believe in empowering clients like you to understand your financial picture, identify short and long term goals and objectives, and create a unique plan that serves your needs. Then we revisit your goals in annual assessments that measure progress, and refine your plans. To achieve this, we introduce all of our clients to our proven, three-step process.

 

 

 

 

 

 

 

 

 

 

 

Step 1: What Matters Most™

The first step is a journey into the future. It's an opportunity to understand what you value in life, identify what is important to you, create short and long term goals, and define success.

Step 2: Bridge to Awareness™

Using financial tracking and analysis tools, we help you understand your current financial picture. Our seasonsed financial experts will create a sound financial plan that will help you achieve your goals.

Step 3: Secure Experience™

The final step is an annual assessment to measure progress, and make any necessary adjustments to your financial plan in response to life changes, economic conditions and other considerations.

Learn more about how we have used each of these steps to provide clients at different stages of their lives with a sound plan to help them achieve their financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck