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Why Choose Us?

Business People at a Lobby

Business & Personal
Benefit Planning Group

We are a group of individual business specialists who are dedicated to providing proactive strategies to businesses, individuals and their families.


Our mission is to help business owners and individuals hold on to their wealth, avoid paying more taxes than they should and avoid making financial mistakes that cost them time and money. We help them to pass on their businesses to the next generation so their families can enjoy the legacy they have built through hard work and sacrifice.  We accomplish this through our commitment to helping educate the business person with updated knowledge, strategies and changes which affect their financial well being.  We have assembled a team to be one of the best wealth management companies in the area.

Our planning also involves the support of other financial planning organizations that do not specialize in the areas which we do.  We work with Strategic Partners to help them expand the planning of their clients.  If you are a Property and Casualty Firm, a Benefit Firm, an Investment Firm, CPA, or Law Firm, we are excited to explain to you how we can help you with your client's problems and support your relationship with your client.  

Business Meeting

"We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals."

Why Choose Us?

Many times during our normal planning days we come across situations which we recognize to be a financial land mine much before our clients do. Since we are dealing with all sorts of financial issues daily our associates identify financial issues that we haven’t uncovered. This happens because they are specialists in their field and work with this every day. Consequently, by having a specialist in our group allows us to focus on our own specialty, this bringing quality to our clients. Our Associate Members have a combined experience of over 150 years and have formed a mastermind group that helps business people and individuals solve their crucial financial challenges. We offer educational seminars throughout Connecticut on subjects like maximizing your Social Security, estate planning, probate, veteran benefits, financial organization, life insurance planning, business succession planning as well as medical insurance and long-term care coverage and planning. Our seminars have drawn thousands of attendees.

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