Our mission is to bring clarity to the financial planning process. Beginning with a collaborative assessment of your goals, we thoughtfully construct a plan and provide tailored, disciplined investment strategies that instill confidence in your financial success.
Meet the Team | FS Finances in Southington, CT
As a financial planner, I am able to deliver a full range of investment strategies that are unique to your needs. I make sure to take the time to listen and understand your goals and concerns and help construct a thorough financial plan. Whether you are planning for retirement, education expenses, or another goal, I will help you make informed choices about your investment and planning strategy. Through sound estate planning, I am committed to not only growing your wealth but protecting it for you and your family.
Areas of focus include:
- Retirement Planning
- Tailored Investment Strategies
- Tax-Efficient Retirement Income
- Insurance Planning
- Estate Planning
CERTIFIED FINANCIAL PLANNER™ professional
I assist my clients in making more informed financial choices as they pursue their personal and life goals. I encourage my clients to get their entire financial house in order and keep it that way. I endeavor to accomplish this by establishing genuine client relationships, examining individual financial objectives, and preparing for future goals and unexpected life events. My commitment to excellence is established through integrity, honesty, and a moral obligation to provide superior service and communication.
I work with my clients on these primary wealth management issues in particular:
Estate planning issues—to help prepare for retirement income, transfer wealth to the next generation, and prepare for unexpected life events
Investment issues—create a plan designed to help create and grow wealth
Insurance and liability issues—to help protect and preserve wealth