Who We Work With

Based in Southeastern Connecticut, most of our clients are small business owners and professionals, ages 50-65 in Southeastern Connecticut. They have been building up a nest egg and are now looking to improve upon what they are doing financially. They seek guidance beyond investments and to work with a certified financial planner who has the experience to handle more complex planning cases. 

We help construction business owners improve cash flow, reduce financial risk, and build a personal retirement plan around the business they've worked hard to build.

We help manufacturing business owners coordinate business cash flow, retirement plans, taxes, and personal wealth so the business supports their long-term goals.

We help digital business owners turn variable business income into a predictable personal financial plan, while planning for taxes, retirement, and long-term wealth.

We help Pfizer employees and their families coordinate retirement accounts, stock compensation, benefits, taxes, and retirement income decisions.

We help Electric Boat employees and their families make the most of their retirement benefits, pensions, 401(k)s, Social Security, and tax planning opportunities.

We help Reworld employees and their families coordinate workplace benefits, retirement savings, investments, taxes, and their transition into retirement.

We help technology consultants manage variable income, taxes, retirement savings, and investments while building a financial plan that provides flexibility between projects and eventually makes work optional.

We help university employees coordinate retirement plans, pensions, benefits, Social Security, and tax strategies to create a clear path toward retirement.

We help medical directors manage higher incomes, taxes, retirement accounts, investments, and competing financial priorities while building a plan for financial independence.