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At In The Money Retirement Planning, I work with small business owners & families who are ages 50-65 and want someone who "just handles everything". 

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Based in New London, CT, many of my clients are small business owners, university staff members,  or self-made 401(k) millionaires.

 

You’ve created a lane for yourself and are busy handling other parts of your life.

 

As your life becomes more financially complex, you deserve a partner who will take a lot of that off your plate. 

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