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.

Our Financial Planning Process









People Say About Us

Latest News

If you’re looking to invest or to expand your existing investments, you’re not alone. According to the Wall Street Journal, the percentage of Americans who own stocks is at an all-time high, with approximately 58 percent of U.S. households owning stocks in 2022, according to a study of consumer finances conducted by the Federal Reserve....

Data from the U.S. Census Bureau show that there are 76.4 million Americans from the “Baby Boom” generation living today. Baby Boomers – those individuals born between 1946 and 1964 – are currently of an age to retire or prepare to retire (even the youngest ones). In the coming years, the wealth transfer from the...

You spend a lifetime building up wealth. The last thing you want to see is the entirety of your estate going into the pockets of nursing homes, tax agencies, or hospitals. Most people strive to leave as much of their estate as possible for future generations, friends, and charitable causes. Unfortunately, many people leave their...

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