Protect what you've worked for
and take the guesswork out of planning

Free information to help you navigate the financial, legal, and healthcare part of your life
special needs plan

Sure, there's a lot of uncertainty in the economy - but there are proven, easy, super-reliable ways to help protect your assets and plan for your future.

Almost every weekend, we put these tips and ideas at your fingertips.

Here's an example of some of the questions we provide answers to:

  • Should you transfer our house to your kids?
  • How can you protect your money from gift and estate tax?
  • What's the difference between Medicaid and Medicare?
  • How to make life easier with technology?
  • Can you get paid for caring for your loved one?
  • Which records should you keep and which could you toss?
  • How does probate work?

Join the many Connecticut residents who look forward to hearing from us. Simply fill out the form to the right, and we'll put you in the loop immediately!