The 30 Best Long term financial planning in Old Lyme, Connecticut

Sweitzer Income Planning, LLC. is a finance institution located at 18 Lyme Street, Old Lyme, Connecticut, United States. Schedule a meeting with us to discover your ideal retirement plan using our Asset Preservation Strategies. Receive a custom strategy tailored to your unique goals. Ken and the team at Sweitzer Income Planning have helped many clients secure their retirement through income guarantees. Protect everything you've built with intentional foresight and industry expertise from Ken Sweitzer. Explore topics such as taxes, long-term care funding, Social Security benefits, market losses, and more with Ken's insights. Request the Sweitzers' book or schedule a one-on-one meeting to create a retirement strategy using insurance products. Consult with a qualified professional for tax or legal advice before making any purchasing decisions. Annuity guarantees are backed by the issuing insurance company's financial strength. Information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions.

Exencial Wealth Advisors, located at 83 Halls Road in Old Lyme, Connecticut, is a finance institution that provides financial advice and execution to clients across the United States. Their core philosophy is "Integrated beats fragmented," believing that coordinating investment management with other areas of a client's financial picture such as planning, taxes, estate, and risk, leads to improved outcomes. The institution offers customized portfolios, tax and accounting services, and a comprehensive E3 process that includes Evaluation, Execution, and Evolution as clients' needs change. Their team of 9 CPAs and 10 CFPs bring expertise in retirement planning, tax projections, and balance sheet preparation to create tailored financial plans.

Benchmark Wealth Management is a leading financial institution located at 83 Halls Road in Old Lyme, Connecticut, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a focus on providing exceptional service and building long-lasting relationships, Benchmark Wealth Management is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Nicholas Holmes is a trusted Bankers Life Agent and Investment Advisor located at 6 Vista Drive in Old Lyme, Connecticut. Specializing in a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, Nicholas Holmes is dedicated to helping clients find the best coverage for their needs. As a Financial Advisor with Bankers Life Advisory Services, Nicholas Holmes can assist with Medicare Advantage plans, offering a comprehensive alternative to Original Medicare Parts A and B. With options for prescription drug coverage and affordable premiums, Medicare Advantage Plans provide peace of mind with an annual maximum out of pocket limit.

Bankers Life, located at 6 Vista Drive in Old Lyme, Connecticut, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the importance of long-term care planning, our team is here to assist you in preparing for the future. If you are interested in a career in finance or insurance, Bankers Life is currently recruiting agents, managers, and investment professionals. Our training programs are award-winning and designed to help you achieve success and financial security. Join us at Bankers Life and start planning for a secure retirement today. Visit our New Rochelle, NY branch of Bankers Conseco Life Insurance Company for more information.

Kevin Agan Jr, Bankers Life Insurance Agent is located at 6 Vista Drive in Old Lyme, Connecticut. Our insurance agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare, including comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. As the need for long-term care becomes increasingly important, we can help you start planning for the future and have important discussions with your loved ones. Visit us today to start planning your next steps towards a secure future.

Jaclyn Lasaracina, Bankers Life Agent in Old Lyme, Connecticut, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Jaclyn Lasaracina, as a Unit Supervisor and Insurance Sales Representative, is dedicated to helping clients find the right coverage, especially when it comes to Medicare Advantage plans. These plans offer all-in-one coverage, including options for prescription drug coverage, with some plans even offering premiums as low as $0 per month. With the rising costs of healthcare and the inevitability of needing long-term care, it's important to start planning ahead. Visit Jaclyn Lasaracina, Bankers Life Agent in Old Lyme to discuss your insurance needs and start planning for the future.

Richard Lasaracina, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. Our experienced agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complex world of Medicare, offering guidance on Medicare Advantage plans that provide comprehensive coverage and optional prescription drug benefits. Our plans include an annual maximum out-of-pocket limit, and some even have $0 monthly premiums.

David Preli, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate their Medicare options. We can assist you in comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit.

Stanley Kesilewski, Bankers Life Agent in Old Lyme, Connecticut, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Unit Field Trainer and Insurance Sales Representative, Stanley can help you navigate through the complexities of Medicare Advantage plans to find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, Stanley can help you make informed decisions about your healthcare needs. In addition, Stanley can assist you in planning for long-term care, ensuring that you and your loved ones are prepared for the future. Visit Stanley Kesilewski, Bankers Life Agent at 6 Vista Drive in Old Lyme, CT to start planning for your financial future today.

Collin Brown, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Our team of dedicated professionals includes Kevin Agan, Kobey Coburn, Timothy Fava, Brenden Ferrigno, Nicholas Holmes, Stanley Kesilewski, Bruce Kocsis, Richard Lasaracina, Jaclyn Lasaracina, Kristofer Macneill, Cory Muckle, Ryan Park, David Preli, Andrew Smith, Aidan Walls, Alicia White, and Rachel Zaizar. We offer a range of insurance and financial services to meet the needs of our clients. Whether you are looking for insurance coverage or financial advice, our experienced team is here to help. Contact us today to learn more about how we can assist you with your insurance needs.

Kirk Rettberg, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life Agent, Kirk Rettberg offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Kirk Rettberg is dedicated to helping clients find the insurance coverage that best suits their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Kirk Rettberg, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your peace of mind.

Sara Sleboda, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. As a trusted agent of Bankers Life, Sara Sleboda provides a range of insurance products and services to help clients protect their financial future. With a commitment to personalized service and tailored insurance solutions, Sara Sleboda is dedicated to helping individuals and families find the coverage they need. Contact Sara Sleboda, Bankers Life Agent today to discuss your insurance needs and secure your peace of mind.

Jessica Clark, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing financial security and peace of mind to individuals and families, Jessica Clark offers a range of insurance products through Bankers Life. With a commitment to personalized service and tailored solutions, clients can trust in the expertise and professionalism of Jessica Clark to help them navigate the complexities of insurance coverage. Whether it's life insurance, long-term care insurance, or retirement planning, Jessica Clark is dedicated to helping clients protect what matters most. Visit the office today to learn more about how Jessica Clark, Bankers Life Agent can help you secure your future.

James Beyer, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a trusted Bankers Life agent, James Beyer provides personalized insurance solutions to help individuals and families protect their financial futures. With a focus on customer service and integrity, James Beyer is committed to helping clients find the right insurance coverage to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, James Beyer, Bankers Life Agent is dedicated to providing expert guidance and support. Contact us today to schedule a consultation and start securing your financial future.

Corrina Thompson, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in a variety of insurance products, Corrina Thompson offers personalized and professional service to help clients protect their financial future. With a strong focus on customer satisfaction, this agency strives to provide comprehensive insurance solutions tailored to each individual's needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Corrina Thompson, Bankers Life Agent is dedicated to helping you secure your financial well-being.

Jonathan Pratts, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a representative of Bankers Life, Jonathan Pratts offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Jonathan Pratts can help you find the right coverage to protect your financial future. With a commitment to personalized service and a focus on building long-term relationships with clients, Jonathan Pratts, Bankers Life Agent is a trusted partner in helping you secure your financial well-being.

Christopher Eddings, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life agent, Christopher Eddings specializes in providing insurance solutions to individuals and families looking to protect their financial future. With a focus on personalized service and tailored recommendations, clients can trust in Christopher Eddings to help them navigate the complexities of insurance coverage. Whether it's life insurance, retirement planning, or long-term care insurance, Christopher Eddings is committed to helping clients find the right policies to meet their needs. Visit the office today to discuss your insurance goals and start planning for a secure tomorrow.

Alyssa Parks, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance solutions from Bankers Life, Alyssa Parks is dedicated to helping clients protect their financial future. With a focus on personalized service and comprehensive coverage options, Alyssa Parks, Bankers Life Agent is committed to helping individuals and families navigate the complexities of insurance planning. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.

Tyler Mikula, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life Agent, Tyler Mikula provides a range of insurance products and services to help individuals and families protect their financial well-being. With a commitment to personalized service and expertise in insurance solutions, Tyler Mikula is dedicated to helping clients find the right coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Tyler Mikula, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about our insurance offerings and how we can help you secure your financial future.

Cory Muckle, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Cory Muckle, as an Insurance Sales Representative, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Cory can help you compare options to find the right coverage for your needs. With the increasing importance of long-term care planning, Cory is ready to help you start preparing for the future and have important discussions with your loved ones. Contact Cory Muckle, Bankers Life Agent today to begin planning your next steps towards financial security.

Anthony Ferraro, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life Agent, Anthony Ferraro provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on integrity and customer service, Anthony Ferraro works closely with clients to understand their unique needs and find the right insurance products to meet those needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Anthony Ferraro is dedicated to helping you find the best coverage options. Contact Anthony Ferraro, Bankers Life Agent today to discuss your insurance needs and start planning for a secure tomorrow.

Austin Draper, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a trusted Bankers Life Agent, we are dedicated to providing our clients with top-notch insurance products and personalized service. Our team of experienced professionals is committed to helping you find the right insurance coverage to protect your financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and secure your peace of mind.

Jaimie Louviere, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance products and services from Bankers Life, Jaimie Louviere is dedicated to helping clients protect their financial future and well-being. With a focus on personalized service and expert advice, Jaimie Louviere, Bankers Life Agent is committed to helping individuals and families find the right insurance solutions to meet their needs.

Peter Dibiase, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. As a representative of Bankers Life, Peter Dibiase provides a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Peter Dibiase is dedicated to helping clients find the right insurance coverage to meet their specific needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Peter Dibiase, Bankers Life Agent is committed to providing expert guidance and support every step of the way. Contact them today to learn more about how they can help you secure your financial well-being.

Brenden Ferrigno, Bankers Life Agent located at 6 Vista Drive in Old Lyme, Connecticut, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Brenden Ferrigno can help you navigate the complexities of Medicare Advantage plans and find the right coverage for your needs. With the increasing importance of long-term care planning, it is crucial to have these discussions with your loved ones and be prepared for the future. Contact Brenden Ferrigno today to start planning your next steps towards financial security.

Devon Slattery, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing a range of insurance products and services, Devon Slattery is dedicated to helping individuals and families protect their financial future. With a focus on personalized customer service and tailored insurance solutions, Devon Slattery, Bankers Life Agent is committed to helping clients find the right coverage for their needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Devon Slattery is here to help you navigate the complexities of the insurance world and secure your peace of mind.