All the financial expertise and advice you’ll ever need,
from one group of independent, knowledgeable people.

Investing and Portfolio Management

Financial Strategies has years of experience providing our clients with expertise, insight, the benefits of research, and knowledge of managing investments and risk.

 

We want you to view us as a consultative resource that believes in total reporting transparency, client confidence, and the strongest belief in integrity. Financial Strategies professionals are independent advisors, and therefore are never associated with specific products.

 

Our clients remain with us for decades in part because we are a fee-based, rather than a commission-based, service.

 

Our investment services include:

• Life planning

We’ll guide you through budgeting and cash flow analysis, savings strategies, and expense analysis.

• Financial event and transition management

We have many years of experience helping our clients with financial matters related to marriage, children, and education.

• Protection and investment

We will review your insurance policies and premiums, advise you on asset allocation strategies, and give you an overview of the latest financial trends.

• Retirement Planning

Our professionals advise clients approaching or in the middle of retirement on matters related to medical planning, beneficiaries, estates, and more.

 

 

Financial Strategies has a business philosophy of conservative management, and friendly, approachable advisors. We take sometimes-complicated concepts like diversification and risk control, and translate them into plain language.

 

We know you have concerns and questions about taxes, insurance, retirement planning, estate planning, budgeting, and more. Let us show you how this can work in an overall plan.

 

Contact Financial Strategies today at (203) 798-9873 for more information about our investment and portfolio management services.

Ron Brault, CFA
Chief Executive Officer

Ed Tomasko, CFP, MBA
Chief Financial Officer

Steven Brill, RPLU
Registered Professional Liability Underwriter

203.798.9873 Phone     203.791.9800 Fax     8 School Street or P.O. Box 246, Bethel CT 06801     Copyright 2016. All rights reserved.