Connecticut Financial LLC
2321 Whitney Ave, Suite 402B
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Unfortunately, most advisors stay in their professional silo, rather than develop a cross-discipline, coordinated plan that identifies and quantifies costly blind spots, unique to your situation.
Our process begins by asking the right questions, followed by a deep dive into your data. Our primary goal is to provide an objective, detailed second opinion about the current state of your financial health, delivered in a user-friendly manner.