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Financial Planning

Everyone needs their own personal financial plan. This plan doesn’t need to be overly complicated. Long elaborate plans tend to sit in a desk drawer gathering dust. This does no one any good.

Your financial plan may need to more complicated than writing it on the back of a cocktail napkin. But perhaps not too much more complicated than that.

We will work with you to create your detailed financial blueprint. This will be your road map. We work closely with our clients to clarify and prioritize your goals. Then we have timelines associated with these goals.

While we have been planning with our clients for decades, there have been unexpected events. We have learned and have trained our clients to expect the unexpected. When the unexpected happens, there is no do-over. There is no reset button to push. So, we will plan in advance to mitigate the unexpected.

Remember, there is always a certainty of the uncertainty. Here are 5 Easy Ways to Plan for the Certainty of your Financial Uncertainty.

If you already have a financial plan, we would be happy to provide you with our complimentary Second Opinion Service.

Call us at (860) 645-1515 to schedule an appointment.

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Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

These services are not available in all states. We may only transact business in your state if first registered, excluded or exempted from state broker dealer, investment adviser, BD agent or IA rep registration requirements. Please contact us for approval in your state. No follow up or individualized responses will be made by the firm, or its representative, in the state unless all registration requirements have been complied with by the firm and its representatives. This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.