General Info

Financial Advice That Makes the Complex SimpleOur financial advisors in Roxbury, Connecticut, work with families, individuals and business owners to create customized retirement and financial plans that help you move toward your financial goals.We strive to help our clients feel secure in their futures and pursue their dreams with proper planning.Our team specializes in providing our clients with highly personalized, comprehensive, full-service workplace retirement plan consulting (401k, Defined Benefit, 403b and Cash Balance Plans), and financial and business continuity planning for small business owners.