Financial Planning, College Planning & Medicare
Finances are one of the biggest causes of divorce today. Surviving only on Social Security is not the dream of anyone.
We help families design a financial plan that is safe, couples can agree on, greatly improves retirement and helps you today.
We all want to help our children, but we don't want to spend our retirement paying for college. We have strategies that will help you pay for college and still provide a nice retirement.
Our office focuses on enhancing your entire life so we help with your finances, sending your kids to college and then walking you through the Medicare process.
Keywords: Health insurance, Life Insurance, Medicare, Self-employed, 401K rollover, Retirement, financial planning, Disability insurance, insurance agent, Debt, Debt Relief, Debt Management, Retirement, Supplement, Medicare Supplement, FAFSA, IRA, How to pay for college, Supplemental Insurance
Interview Q&A
How long have you been in business?
Since 2001
What is your primary product or service?
We build secure, tax free retirement plans along the way, advising clients on health insurance, debt managemnet, reducing taxes and Medicare
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Helping my grandparents years ago I learned if they had only done a few things differently they could have had a great retirement. Like a lot of people, my grandparents were good heard working folks that never really learned about money. They weren't dumb, but unaware of options they could have taken.
Today, most of my job is educating clients on their options so they can have a better lifestyle.
How do you differentiate yourself from other businesses in your category and area?
We are unique because we examine your finances, identify monies that you are all ready spending and show you now that can be better utilized that money to create a larger retirement fund, reducing taxes, providing family security and never putting your money at risk.
How many locations do you have and do you have plans to expand?
We cover New Haven & Fairfield Counties.
Provide detailed directions to your location
Just call us at 203-878-4598
What type of payments do you accept?
N/A
Which areas do you service?
We cover New Haven & Fairfield Counties.
Who owns your company or runs daily operations?
Jim Lambert is the primary partner.
What are your hours of operation?
Appointment only.
What is the best compliment anyone can give you?
You know when you have done a great job when clients have me work with their children and now grandchildren so they all can enjoy financial freedom.
What is your favorite quote or Bible verse?
Matt. 25: 40
And the King shall answer and say unto them, Verily I say unto you, Inasmuch as ye have done it unto one of the least of these my brethren, ye have done it unto me.
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