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

Many Americans are logging into their investment accounts with a sense of dread these days. How much more, you may be thinking, have I lost since the last time I logged in?  2022 has proven to be the worst year for the stock market since the financial crisis of 2008. The poor performance can be...

Americans today are living longer than previous generations. That’s the good news. The challenge is coming in saving for retirement and ensuring those savings last a lifetime.  Meeting the challenges of retirement savings has always been a difficult prospect, but in today’s volatile economic environment and a reduction in the income provided by employer-sponsored pensions,...

If you’ve never carried life insurance, you may be wondering whether you need it. While you’re young and single and have no dependents and no mortgage, it’s not unusual to skip purchasing a life insurance policy. Many workers get small policies through their employers.  But if your circumstances have changed – you have a spouse...

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