New Canaan Group
  • Home
  • About
  • Our Team
  • Services
  • Seminars
  • Client Center
    • Meeting Prep
  • Contact

Individuals & Families


Whether you're planning for yourself or planning for a family, we approach your financial picture much of the same way, but it's important to understand your unique situation.

​Things to think about:
  • Will you be able to retire when you want?
  • Were you planning for retirement with a spouse but now you're planning for yourself?
  • Will you and your spouse be able to retire at the same time?
  • What would happen to you or your family if you lost your job or became disabled?
  • What would happen to your family if you passed away?
  • Why do a financial plan.... how do you determine how much money you will need to live off  - your personal risk level, expenses...
Insurance Planning
Managing risk constitutes a major element of your financial and estate planning needs.  We provide advice and products to help those looking to protect these risks for themselves and their family.

We focus on sophisticated insurance concepts and strategies in the areas of:
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Estate Conservation Strategies
  • Annuities
  • Insurance Audits (assessing insurance policies you have versus what you need)
Our Comprehensive Wealth Management Process
STAMFORD OFFICE
1266 East Main Street, 6th Floor
Stamford, CT 06902
(P) 203-358-0779
Picture
SHELTON OFFICE
3 Corporate Drive, Suite 212
Shelton, CT 06484
(P) 203-937-2444
Check the background of our financial professionals on FINRA's BrokerCheck
Disclosure:

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of UT, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-156436 (Rev. 1/22) (Exp. 9/24)​

  • Home
  • About
  • Our Team
  • Services
  • Seminars
  • Client Center
    • Meeting Prep
  • Contact