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

Services

We’ve helped more than 300 people just like you.

  • Investing and Portfolio Management

Financial Strategies' investment management is a fee-based service. We do not work on commission. We are independent advisors, and therefore are not tied to specific products. Our compensation is for our expertise, insight, research and knowledge, and for managing investments and risk. We earn our clients’ confidence and trust by being a consultative resource, exhibiting total reporting transparency and conducting business with the utmost integrity. Investment services include:

• Life Planning
• Financial Event and Transition Management
• Protection and Investment
• Retirement Planning
• Transitions and Rollovers
• Wealth Management

  • Tax Preparation and Filing

Keeping as much of the money you earn is another aspect of wealth-building. Financial Strategies handles individual and small business tax consulting, preparation and filings.

• Individuals and Businesses
• Partnerships, S Corp, C Corp
• IRS Issue Resolution
• Estate Planning
• Assistance with Estate/Probate Financial Filings

  • Financial Consulting – Personal and Business

Financial Strategies offers an independent, expert consulting services on personal and businesses money management issues.

• Cash Flow Analysis
• Budgeting and Planning
• Integrating Assets
• Asset Acquisition
• Debt Problems
• Goal Setting
• Personal Risk Management
• Decision-making
• Record-keeping

  • Business Planning Assistance

Working with small businesses and startups Financial Strategies helps owners select and register legal entities, and establish and maintain good financial business practices record keeping and legal accountability.

• Establish Legal Entity
• Accounting/Record-keeping Advice
• Referral to Risk Assessment and Legal Services
• Risk Assessment and Management
• Financial Strategies works with business and individuals to provide complete       risk assessment consulting and insurance
• Insurance Audits
• Identify and Mitigate Exposure
• Independent Consulting
• Access to a Wide Array of Carriers
• Assistance with Claims
• All lines of Property/Casualty, Life and Health Insurance

  • Related Services

Financial Strategies has alliances with, and can refer and/or work in conjunction with, other professionals (i.e. attorneys) whose services may be necessary to, but outside the scope of our financial services.

 

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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.