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

Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.

Group Benefit Programs

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

FINANCIAL LITERACY WORKSHOPS

Understanding Annuities

Jun272024

11:00 am

Zoom

Join our complimentary webinar on TOMORROW at 11am EST with Niko Vamvakas. Discover the world of annuities – income, structured, fixed – and gain valuable insights for a secure future. Link in bio to register!

Eldercare 101

May302024

11:00 am

Zoom

Planning for your golden years? Don’t miss this Eldercare 101 webinar on Thurs, May 30 that 11am EST to learn more about Medicare vs. long-term care, protecting assets for healthcare, gifting strategies for loved ones, and more! Click the link below to save your spot!

Elevating Your Financial Game Plan in 2024

Feb292024

12:00 am

Zoom

Join us on February 29th for a FREE webinar led by Jeremy Hus, MSFS, CFP®, ChFC®, packed with proven strategies to elevate your financial game plan in 2024! Whether you’re a beginner or seeking advanced tips, this webinar is for YOU!

From Goals to Gains

Oct252023

12:00 pm

Zoom

This webinar will offer you an in-depth introduction to financial planning: what is financial planning, creating goals, the key areas of planning, what financial services are available to you, and an overview of the process.

Mitigating the Risk of Outliving Your Money Due to Market Downturns

Oct32023

12:00 pm

Zoom

Topics to be discussed: The key risks in retirement planning and how to mitigate them. The sequence of returns and how it can impact your portfolio during the accumulation and decumulation phases. How Whole Life insurance can be a buffer strategy to mitigate these risks.

Estate Planning Unveiled

Aug302023

12:00 pm

Zoom

A Comprehensive Introduction to the Basics of Estate Planning

FINANCIAL LITERACY WORKSHOPS

Understanding Annuities

Eldercare 101

Elevating Your Financial Game Plan in 2024

From Goals to Gains

Mitigating the Risk of Outliving Your Money Due to Market Downturns

Estate Planning Unveiled

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

Americans In The Workplace Study