Designations: CLU®, ChFC®
11 Dana Boulevard
Wallingford, CT 06492
Phone (203) 269-7144
At 4T Financial, we care about our clients as people, not as spreadsheets and dollar signs. We want you to live the life you want to live. To do so both now and through the future, we will teach you the skills to continue asset accumulation as well as to understand where your investments stand using wealth management technology, one to one finance meetings, and group classes.
Client financial well-being is placed at the highest value and importance. To achieve this, we spend all time necessary teaching our clients and community how best to plan for their financial future. We want not only to invest your money, but also to ensure that our clients understand why and how things are done, as well as how your investments will grow, by discussing the financial budgeting process and your household balance sheet.
We plan to invest your assets in accordance with your stated objectives and measures of suitability and with an understanding of your values. We strive to make a difference in your life. There is no cookie-cutter investment plan made to work for all—here we want to know your individual goals, values, interests and so much more. While keeping your individual personality and needs in mind, we will make every effort to fulfill your plans by implementing a sound, customized, innovative investment plan for you and your family. All the while, confidentiality will never be compromised.
FOR YOUR EDUCATION:
For a checklist of What Keeps You Up At Night, click here.
For a checklist of How Long to Keep Documents, click here.
For a Budget Sheet, click here.
For a Risk Questionnaire, click here.
Do you wonder if you are ready to retire? Please contact me for a personalized assessment workshop on your Readiness to Retire.