We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!
860.269.0909
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Learn more about our unique

SUMMIT RETIREMENT SOLUTIONS PROCESS

Get the information that can help you live a confident retirement.

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ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

No events currently scheduled. Check back soon for updates.

Thursday February 26th, 2026 – 6:00pm

Learn in a Comfortable Setting

Binn228 Gastropub

63 Hebron Ave
Glastonbury, CT 06033

Click Here To Register

Tuesday March 10th, 2026 – 6:00pm

Learn in a Comfortable Setting

The Hollow

305 S Main St
Manchester, CT 06040

Click Here To Register
Tuesday January 20th, 2026 – 6:00pm
Help Protect Your Retirement Nest Egg & Create Tax Benefits!
Carbone’s Prime
838 Cromwell Ave
Rocky Hill, CT 06067
Click Here To Register

Registration to Open at a Later Date:

12/03/24
12/05/24
12/18/24
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Schedule a meeting with a member of our team to create your financial strategy today.
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Or give us a call at 860.269.0909