Your Meaning of Wealth is Unique to You.
Our Planning is Unique to You.
Strategize to Help You Maintain Your Lifestyle in Retirement
Participate in Market Gains While Trying to Minimize Your Downside Risk
Plan For You to Have Enough Money For as Long as You Live
Guide You to Avoid Common Pitfalls
Our Team Process
Step 1. Organize Your Financial Life
Overview of your finances
Goal identification & coordination
Financial risk assessment
Identification of critical issues to address
Step 2. Optimize The Financial Decisions You Make
An investment strategy tailored to you, your goals, and your family
Tax minimization strategies to manage your overall tax liability now and in the future
Financial modeling to help you understand the impact of your financial decisions
Prioritization of strategies to address your most pressing concerns first
Step 3. Protect Your Confidence
Monitoring of your investments and staying on top of the markets so you don't have to
Identification of any new planning opportunities to lower your tax liability
Double check that your decisions are helping you to reach your goals
Updates to your financial model as your life continues to change
Schedule a Meeting
74 Batterson Park Road, Suite 303, Farmington, CT 06032 | Telephone: 800-525-9295
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ohanesian / Lecours are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, ME, MD, MA, MI, MO, MT, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, VT, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.
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