To learn more about our firm and planning services we provide, please reach out via our Contact Us page or by calling 203-743-0131 to request access to additional information. 

Topics covered in our secure area are:

• Fee Schedule details the Financial Planning services our firm provides and the fee schedule for the different planning services. We provide Financial Consultations, Financial Planning (typically providing a written financial plan) and Ongoing Planning and Wealth Management.
• Hopes and Dreams Questionnaire helps us understand what is important to you and your family.
• What to Bring offers list of suggested documents to bring to your initial planning meeting.  While not necessary to compile a complete folder of documents, it is important that you can confidently discuss the facts of your financial picture.
• Newsletters are our attempt to keep in touch with clients and offer insights about our staff.  The goal is to not take ourselves too seriously! We avoid talking about markets, the economy or politics in this fun client newsletter.
• MFA Commentary provides a selection of historical correspondence that we write internally and share with clients.