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, the primary focus is to make your life easier and grant you peace of mind.

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Latest News

If the idea of building your wealth seems overwhelming and complicated, this is a post you need to read. The reality is that it doesn’t have to be at all and it’s something that’s within reach for anyone. In simplest terms, wealth is your assets minus your debts. So, to build wealth, you need to...

If you’re taking the initiative in your financial planning, you may have heard that you need a financial fiduciary. A fiduciary is a professional or a company that is required by law to act in your best financial interests. The fiduciary might be a financial advisor, a lawyer, or even a real estate agent. This...

It’s a common mistake to believe that because you have a will, you don’t need to name beneficiaries for your other financial accounts such as IRAs and other retirement accounts, life insurance policies, and annuities. After all, your chosen heirs will get them in the end, right? Not necessarily. It’s worth checking to see who...

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