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Financial Planning

When it comes to retirement, most people don’t plan to fail, they fail to plan! Whether you are an individual looking to start an IRA, need a financial plan, starting an Estate Plan, looking to avoid taxes, or a business owner needing help with your 401(k), our associated professionals can help you navigate the many options. Working with a seasoned financial consultant could make the difference in your retirement and investment success.

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Testimonials

I have to say, Allison is the greatest!!! She helped us immensely! We had many questions for her and she expeditiously got answers and made things happen with a wonderful and cheerful attitude! It was a real pleasure working with her! Thanks again Allison!!! Very Sincerely, Peter J. Wethersfield, CT

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