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      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

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  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

    • Funding College Costs

      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

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      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

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      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

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      We have the knowledge and resources to assist you in every step of your financial journey.

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Elizabeth Hiza

Master Your Money and Mindset

Master Your Money and Mindset

February 21, 2024

Elizabeth realizes the missing link to help empower listeners to master their money lies in mastering their mindset

College Planning

Master Your Money: College Planning

December 6, 2023

John Pearson returns to the show to discuss the importance of college planning and the challenges many parents face throughout the process.

Jump$tart

Master Your Money: Jump$tart

November 8, 2023

Elizabeth talks about financial literacy for children with Chris Lee and Faye Griffiths-Smith from the Jump$tart Coalition.

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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