In The Money Retirement Planning

Waterford, Connecticut

Call (860) 333-5131 Visit website →

About

In The Money Retirement Planning in Waterford, Connecticut offers financial planning and investment management services with a fee-only, fiduciary structure and no commissions. The firm provides three service models: advice-only planning with monthly subscription fees starting at $375, full-service planning and investment management with assets-under-management fees ranging from 0.75% to 1.25% (200k minimum), and fractional CFO services for business owners combining monthly subscriptions and AUM fees. Services include retirement income strategy, tax-efficient withdrawal planning, investment allocation, insurance review, estate planning, and business valuation and operational improvement guidance.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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