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Financial Planners in Ct

Here is the deal for people looking to invest in Connecticut. I have learned through my many years in insurance, that people learn best through videos. I have given many presentations online about medicare planning, long term care planning, estate planning a host of other insurance related issues. I have now teamed up with a group of long time financial advisors to offer that same coaching for finance. I have created a group of videos on the basics of mutual funds, stocks, bonds, annuities and a host other topics. By combining the right financial strategy with the right mix of insurance products- our goal is that you retire worry free. 

As I mentioned earlier I have partnered with some of the best stock brokers and financial advisors that Connecticut has to offer. Instead of hopping around from financial advisor, estate planner, lawyer, insurance agent- our goal is to be a one stop shop for you. We have all of the necessary knowledge at hand, you just have to take the time to read and watch our educational videos. We will be updating them every week and if there is a topic you don't see email us about it. We will do our best to get you the financial information that you are looking for. So don't hesitate reach out to us and ask us questions about your financial goals. Thank so much!

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