Financial and Life Style Planning

We 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 recommend that you 1) ask friends, neighbors and business associates for recommendations 2) Interview 3 to 5 people and 3) Select someone who you feel is qualified and that you trust.

 

There are plenty of web sites that promote Financial Planners but in our opinion these are not objecctive. It would be better to go to the phone book

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.