- 380 Main St, Unit 12 Wallingford CT 06492
- 203 507-3826
Services
HAVE A SUCCESSFUL FOURTH QUARTER
Certified Financial Fiduciary ®
Social Security
We educate people on Social Security and we generate specific reports that enable individuals and couples to optimize their timing and coordination of benefit claims.
Medicare
In addition to Social Security we also educate people about Medicare and we are also licensed with healthcare insurers. Thus, we are able to research all plans that are available and ensure that clients select the ones that best meet their needs.
Income and Investment Strategy
We educate clients on best practices for retirement success. Options for generating income from Social Security, pensions, and investments with strategies that minimize any decreases in foundational investments. Basically, we help clients maximize both income and the funds that have been generated in ‘the first three quarters’. We research and present options that will not be shared by others who are commercially driven by fees, commissions, bonuses, etc. We focus on advocacy over sales.