We help a wide range of clients
Can we retire comfortably and stay in Connecticut?
Young families in Connecticut, learn how to save more and retire early.
Connecticut professionals and entrepreneurs who need to grow their investments and lower taxes.
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Joanna R.*
"I have worked with Michael for over 15 years. I met him while in my early 50's and he has been a great ally in maximizing the return on my savings and in planning a stream of income for my retirement years. I happily recommend him to friends and family."
Gigi L.*
“Michael has been my Financial Planner for over 15 years and he is more in tune with my financial life than I am. He makes sure we speak on a regular basis so that we can make any adjustments to our portfolio that we need to make."
Bryan K.*
"I have had the good fortune of working with Mike for 15+ years. He is very thoughtful, understands my risk profile and has always ensured investments met my needs first. He is always available and able to speak to many different investment ideas that have helped me remain diversified and well planned for my future."