A company dedicated to your financial well being, now and in the future.
We offer our clients a unique array of services under one roof by combining efficient tax planning, comprehensive life, health & LTC insurance planning, with estate and trust creation. No matter what time of year, or stage of personal or business planning, there are important tasks you will need to perform in order to maximize your wealth. We help you identify those stages, and provide the right tax or financial service that fits. Tax Reduction Planning -Full service tax preparation, all schedules and electronic filing. -Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies. -Quarterly review of your tax situation and planning to incorporate any new tax law changes. -Recommendations of tax solutions including -Updates on new tax laws that can effect your personal tax situation. -Audit and IRS Inquiry assistance. -Notary Services available. Investment “Watch Dog” Service -Reviewing your investments and designing a personalized portfolio appropriate to your needs. -Year-long, continual monitoring of your investments. -Quarterly meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you. - Quarterly statements. -Independent Advice. -Commission-free transactions on most stocks, bonds or mutual funds traded in your account (certain transaction fees may apply). -Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s. -Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets. Retirement Income & Distribution Planning -Analysis of your income needs now and in the future. -Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living. -Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs. -Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years or longer. Family Wealth Planning -Analysis of your current estate plan and concerns. -Free consultation with your attorney. -Assistance in transferring assets to your Living Trust or other trusts. -Providing guidance with the appropriate and necessary steps in the event of the death of a loved one. Client Services & Communications -Quarterly Newsletter to keep you appraised of the most current planning options. -Quarterly Reviews. -Special reports on how to reduce your taxes and other important topics. -Special Gold Medal Service Events, including client appreciation events.
"Sometimes when you innovate, you make mistakes. It is best to admit them quickly, and get on with improving your other innovations." -Steve Jobs
"Happiness does not come from doing easy work, but from the afterglow of satisfaction that comes after the achievement of a difficult task that demanded our best." -Theodore Isaac Rubin
I believe that through knowledge and discipline, financial peace is possible for all of us. - Dave Ramsey
Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time. Thomas A. Edison
Human progress is neither automatic nor inevitable... Every step toward the goal of justice requires sacrifice, suffering, and struggle; the tireless exertions and passionate concern of dedicated individuals. - Martin Luther King, Jr.
With the new day comes new strength and new thoughts. - Eleanor Roosevelt
Happiness lies in the joy of achievement and the thrill of creative effort. - Franklin D. Roosevelt
Always do your best. What you plant now, you will harvest later. - Og Mandino
Try not to become a man of success, but rather try to become a man of value. - Albert Einstein
The secret of getting ahead is getting started. - Mark Twain
We must have a fair tax in the United States. We have to re-adjust it, we must be fiscally responsible. - Peter Cameo
Coming together is a beginning; keeping together is progress; working together is success. - Henry Ford
Financial freedom is available to those who learn about it and work for it. - Robert Kiyosaki
Do you know the only thing that gives me pleasure? It's to see my dividends coming in. - John D. Rockefeller
Our incomes are like our shoes; if too small, they gall and pinch us; but if too large, they cause us to stumble and to trip. - John Locke
Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones.
- Benjamin Franklin
The price of every thing rises and falls from time to time and place to place; and with every such change the purchasing power of money changes so far as that thing goes. - Alfred Marshall
“If you get up early, work late, and pay your taxes, you will get ahead–if you strike oil.”–J. Paul Getty
Everyday is a bank account, and time is our currency. No one is rich, no one is poor, we’ve got 24 hours each. –Christopher Rice
Albert Bushnell Hart: "Taxation is the price which civilized communities pay for the opportunity of remaining civilized."
"Failure is another steppingstone to greatness." —Oprah Winfrey
The great accomplishments of man have resulted from the transmission of ideas of enthusiasm. – Thomas J. Watson
Mastering your Personal Finances.
"Invest in yourself. Your career is the engine of your wealth." - Paul Clitheroe
We all want wealth, but how do we achieve it? It starts with a successful career which relies on your skills and talents. Invest in yourself through school, books, or a quality job where you can acquire a quality skill set. Identify your talents and find a way to turn them into an income-generating vehicle. In doing so, you can truly leverage your career into an "engine of your wealth."
Innovation distinguishes between a leader and a follower. –Steve Jobs
“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”
― Warren Buffett
“A man always has two reasons for what he does--a good one, and the real one.”
― J.P. Morgan
Bob and Michael hosting a Baskin & Robbins ice cream break for Our Town of New Canaan Clients...July 12, 2016.
“If you’re in the luckiest one per cent of humanity, you owe it to the rest of humanity to think about the other 99 per cent.”
― Warren Buffett
Connecticut Institute of Finance's cover photo
Connecticut Institute of Finance
I pride myself on the service that I provide my clients and it would be an honor for me to do the same for your family and friends this summer.
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Join us this Saturday October 31st to hear about the wonderful world of options. Tune in at 10AM to WICC 600 AM
[01/21/15] Quote of the day "Education is the passport to the future, for tomorrow belongs to those who prepare for it today." -Malcolm X
[01/19/15] Quote of the day "Nothing gives rest but the sincere search for truth."-Blaise Pascal
[01/18/15] Quote of the day "Don't be afraid of failure; be afraid of petty success."-Maude Adams
[01/17/15] Quote of the day "Yesterday is not ours to recover, but tomorrow is ours to win or lose."-Lyndon B. Johnson
[01/16/15] Quote of the day "Once you replace negative thoughts with positive ones, you'll start having positive results."-Willie Nelson
[01/15/15] Quote of the day "Find a place inside where there's joy, and the joy will burn out the pain."-Joseph Campbell
|Monday||09:00 - 21:00|
|Tuesday||09:00 - 21:00|
|Wednesday||09:00 - 21:00|
|Thursday||08:00 - 21:00|
|Friday||09:00 - 21:00|
|Saturday||09:00 - 17:00|
|Sunday||10:00 - 16:00|
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