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For educators, school and corporate employees, government entities and non-profits.
As an educator, you firmly understand the power of knowledge. And you’ve dedicated your life to a valiant calling.
As you look ahead to your well-deserved retirement — whether a few years from now or decades away — knowledge holds power for you. Having this knowledge allows you to manifest your retirement goals and desired lifestyle, reaping the rewards of intentional planning.
At New Canaan Group, we’ve helped over 6,500 educators successfully navigate the complexities of 403(b)/457 investing and retirement planning in and around the Northeast region for more than thirty years. We understand your unique financial concerns as an educator and take an educational approach to help your retirement intentions come to life.
“Our process centers around four basic hallmarks that we’ve used to help our educator clients achieve their financial goals for three decades. That same approach can be just as effective for anybody looking for help managing and building wealth.”
We work with several of the largest 403(b) and 457(b) providers to establish and manage your plan, directly through your employer.
The big picture. This cornerstone of our process pinpoints the best asset mix for you, and analyses your cash flow up to – and through retirement.
State pensions for educators are complicated – we can help. We can educate you on the details, and guide you to an appropriate pension option for your optimal retirement.
Already have another retirement plan? We provide professional analysis of your existing accounts so you know what you have, and if there’s room for improvement.
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.
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
