Accumulation & Planning

(Millennials 1981-1996)

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Peak Earnings & Pre-Retirement

(Gen X 1965-1980)

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Retirement & Distribution

(Baby Boomer 1946-1964)

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Austin Toomey Financial Advisor in Connecticut

One Stop Shop for All of your Financial Needs!

We translate an often complicated plan in terms that make sense to you. When clients partner with us for financial planning, the primary focus is to make your life easier and grant you peace of mind.

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Latest News

There is much being written today about the “great wealth transfer.” What it refers to is a massive shift in assets from the aging Baby Boomer generation to their children, who are primarily of the Millennial generation. In this blog, we’ll take a look at some of the issues involved in the transfer. Baby Boomer...

Retirement planning is a key component of investment management, and financial planning encompasses both. In this post, we will focus on how financial planning helps individuals determine their retirement goals, estimate their retirement income needs, and develop investment strategies aligned with their retirement objectives.   Determining Goals and Needs  Many older Americans are wondering, “How much do I need for retirement?” The most basic way to estimate your needs is to...

Investing can be an effective way to grow your wealth over time, but it’s not always easy to know where to start. With so many investment options available and different factors to consider, creating a personalized investment plan can be daunting. That’s where Toomey Investment’s plan development service comes in. By working with experienced financial...

Our Contact Information

We are a multi-generational family business and we’re not going anywhere. We aren’t one of a few hundred “advisors” at a multinational corporation that know you as a file number. When a life event occurs (and it usually does) the same advisor you partnered with will be there to talk. We are your personal financial manager that insists on knowing you personally.

Address: 420 Center St Fl 1, Wallingford, CT 06492

Phone: 203-949-1710