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I specialize in investment and estate planning services and have been practicing since 1983. I work primarily with individuals families and small businesses on their wealth management estate planning and business succession planning needs. Keywords Financial planner near me Top rate financial planner Local financial planner Education Planning Estate Planning Retirement Planning Wealth Management I need an investment specialist business succession planning Insurance quotes Life Insurance Affordable life insurance term life insurance Whole life insurance what is the difference between term and whole life Disability Insurance Long-Term Care Insurance estate planning help estate planning near me estate planning professional help Estate planning real estate trust who can help with estate planning financial risk management Cash Flow Management Risk Management Tax Planning Pre and Post-Divorce Planning Roth IRA's assistance Roth IRA's set up IRA's Annuities Mutual Funds Stocks 30 Mile Radius just Ct