CONNECT

Address:

20 Tower Lane
Avon, CT 06001

Phone:

1-860-773-6789

Fax/Other:

860-676-0565

Window of Opportunity

OPENING WINDOWS OF OPPORTUNITY

Rob uses his creative problem-solving skills to help design income distribution strategies - strategies designed to help you potentially break free of financial worry. As a financial professional, he helps invest your assets in tax-advantaged investments that may help preserve your wealth, seek to promote growth, and possibly encourage streams of income that can help last throughout your lifetime.

 

 

 

WHO WILL BENEFIT FROM YOUR FINANCIAL LEGACY AFTER YOU ARE GONE?

Look into the window of your legacy.What do you see? Your estate can help your children buy their first home, help your grandchildren attend college, or endow your favorite charity.  With Rob's help, you can decide where your money goes.

By designing asset-transfer strategies that can help you to bequeath your assets in a tax-advantaged way, Rob helps you leave your estate to those people and organizations you want to help.

 

A PASSION FOR HELPING OTHERS

Born in the city of Norwalk, Rob was raised by parents who instilled in him the importance of honesty, hard work, and respect for others. He has made these values cornerstones of his personal and professional life. As an appointed public official in his community, and as your financial consultant, he strives to make a positive difference in the lives of others.

Rob entered the financial services industry while in his senior year at college. More than 30 years later, his passion for helping others achieve their financial goals is stronger than ever.

Rob builds long-term relationships with his clients.  The mutual trust and goodwill he fosters translates into quality service and dependable consulting you can rely on for years to come.

Let Rob help you gain financial confidence, and design strategies to help you pursue financial freedom throughout your retirement years.