Find a Financial Advisor in Roxbury
Financial Advice That Makes the Complex Simple
Our financial advisors in Roxbury, Connecticut, work with families, individuals and business owners to create customized retirement and financial plans that help you move toward your financial goals.
We strive to help our clients feel secure in their futures and pursue their dreams with proper planning.
Our team specializes in providing our clients with highly personalized, comprehensive, full-service workplace retirement plan consulting (401k, Defined Benefit, 403b and Cash Balance Plans), and financial and business continuity planning for small business owners.
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MONEY DOESN’T HAVE TO BE COMPLICATED.
Estate Planning
Small Business
Retirement Planning
Resources
Retirement Plans for Small Business: Comparison Chart
401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. Clarity in this process is essential.
Why Fee Transparency is Critical to Determining Underlying Investment Value
While investment fees and expenses are required to be disclosed through investment prospectuses, layers of complexity, financial jargon and “hidden” fees can make it difficult for investors to understand the true underlying investment costs and the impact expenses have on their investment returns.
Understanding Wills & Trusts
While it’s easy for people to back-burner estate planning due to busy schedules, or to think they’ve got plenty of time to get around to it, delaying can result in property and financial assets passing to unintended heirs in unintentional ways.
HOW FAR ARE YOU
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Our Advisors
Primary Service Areas:
Roxbury, Bridgewater, Washington, Bethlehem, Morris, Litchfield, Warren, Kent, Middlebury, Woodbury, Southbury, Watertown, Oxford, Seymour, Brookfield, Bethel, Newtown, Danbury, Redding, Ridgefield, Monroe, Easton, Fairfield, Westport, Stamford, Greenwich, Fairfield County, Litchfield County