Financial and Life Style Planning

We believe that people need a professional planner who can look at our desired life style and help us determine what we need to do to achieve these objectives.

AARP on Financial Planning

 

We have a number of planners who we work with to provide this required resource. If you want to be introduced to these people please call or email and we will provide contact information, 203-246-7372 or swreilly@swreilly.com.

 

There are plenty of web sites that promote Financial Planners but in our opinion these are not objective. It would be better to ask friends and interview people to select someone that you trust.

 

Besides Normal Planning Condsiderations, ask your planner to include:

Medical Proxy

Managing Incapacity

Living Will

 

Call for suggestions. We know and have worked with a few financial planners that we feel are capable. Steve Reilly at 203-246-7372 or swreilly@swreilly.com.