Needed Life Planning
Give that paralegal Karen a raise!!!
Professional,thorough,complete & satisfying. Everyone with any assets and net worth should do this plan. We were educated & comforted doing this plan makes you think of things and avoids heartache for love ones after youre gone.
This is from Keith. I am an semi-retired wall street accountant looking to startup a consulting business to help financial and other businesses organize their financial reporting needs for all aspects of their business. This would include startup companies and businesses winding down operations.
Serving South Windsor, CT, and the outlying areas, Todd Becker and the associates of Becker Financial Solutions, LLC are offering services including, but are not limited to the following: estate conservation, risk management, investment planning, retirement planning and financial planning.
As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.
We are wholly dedicated to the financial success of a selected group of families. Our goals are the same as theirs; to achieve financial independence, assist in the education of children and grandchildren, and to provide protection from the financial risks in life we face. We help families develop a long-term financial plan, to help create wealth which can benefit their family for generations. The work that we do is lasting, meaningful and significant.
Successful financial planning is not a commodity, but is part of a lifetime relationship. Therefore, client relationships are the primary source of our strength and their development is the primary endeavor of our practice.
As so many people have, when picking their 401k investments take one look at it and pick the ones that stand out that sound STRONG and POWERFUL not realizing that these might not be the best choices for them. What we do is take a look at your portfolio and make sure to pick the best options for long term growth and ones that make sure you have a great path towards a happy retirement.
We are an independent financial advisory firm providing solutions for growing, managing and preserving your wealth.
We provide comprehensive financial planning, retirement income strategies, wealth management, estate planning, asset allocation solutions, and protection planning.