Retirement portfolio in Old Lyme, Connecticut

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.

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.