Investments
Investments can play a key role in your financial independence plan. For individuals, a mix of qualified and non-qualified savings, income and pension plans can help work towards short- and long-term goals. For employee groups, we offer advice on qualified and non-qualified savings and pension plans...
Wealth Management
Helping ensure the quality of your life. At New Britain Financial Advisors, we offer a team approach to wealth management that encompasses all aspects of your financial life. We carefully consider your individual needs and personal objectives as we develop an action-oriented plan that seeks to...
Insurance
Insurance is essential to any comprehensive financial independence plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings you can draw on to put towards...
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
Managing Your Finances
Managing your finances is an important component to any financial independence plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax...
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in...
