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You’ve worked hard to build your assets and protecting them is a key element of a proper financial plan.
As we plan for the future, it is important to understand the risk of the unexpected. Just as you insure your home and car, it’s important to insure your life and ability to earn an income. A tragic event can have a dramatic impact on a household or business.
If you’re seeking help finding and realizing your intentions for your wealth through education and guidance, work with New Canaan Group. We are a firm of financial advisors committed to helping successful families and individuals in the Northeast region reach their financial goals. Our team has extensive capabilities, knowledge, and experience to help you effectively manage your wealth through challenging times and across multiple generations.
Make sure your loved ones can continue to pay the bills, keep a roof over their head, and live the lifestyle they are used to living. Policies can also be structured as a tax-advantaged investment vehicle as part of your overall portfolio.
The cost of care can be prohibitive and quickly drain your assets. Having a policy in place can help provide funds when you and your family need it most.
If you and your family rely on your income, your ability to earn that income is likely your greatest asset. In the event you or your spouse are unable to work, a disability insurance policy can help cover the income gap.
Already have insurance? We can provide a professional analysis of your existing policies to help you understand what you have and make sure it’s still meeting your needs.
“Our process centers around three basic hallmarks we’ve used to help our clients achieve their financial goals for three decades. This same approach is effective for anybody seeking help managing and building wealth.”
If you are in need of professional wealth management services, we would be honored to assist in helping you and your family reach your goals. With deep investment, risk management and retirement planning experience, we can help you and your loved ones plan for the future, just as we have for thousands of clients.
If you are an educator in need of financial,
pension, or retirement planning, we would be
honored to assist you in reaching your financial
goals as we have for thousands of your
colleagues. If you are an existing client and
want to make adjustments to your account or
setup a review with your advisor, reach out to us
today!
1266 East Main Street, 6th Floor
Stamford, CT 06902
(P) 203-358-0779
3 Corporate Drive, Suite 212
Shelton, CT 06484
(P) 203-937-2444
304 Federal Road, Suite 303
Brookfield, CT 06804
(P) 203-616-5396
