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For over 35 years our knowledge of insurance and investment products has assisted to ensure the financial security of our clients, their businesses, and their families. Our objective is to help protect you and those who depend on you and show you ways to efficiently utilize your assets upon your retirement, in case of illness, and at the eventual time of your death.

We have representatives in this office licensed and registered to offer products and services in CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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