I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Your financial goals reflect your values and what's most important to you. When we meet, I take the time to get to know you; to listen, to learn and to understand your financial priorities. I use an established process to help answer the big questions related to your goals such as, "where am I today?" and "where would I like to be?" We work together using a goals-based approach that focuses on your current plans, then we leverage financial models, tools and resources to help accomplish your vision.
Whether planning for retirement, contemplating a trip around the world, or trying to protect the financial future of the ones you love most, we'll develop a tailored strategy to help you achieve your goals. But we're not alone. Thousands of people and advanced technology support our branch team so we can help ensure you receive the most current and comprehensive guidance. We also encourage collaboration with your attorney and accountant to leverage the intellectual capital of your professional team. Client confidentiality and service excellence are top priorities in our practice.
Prior to becoming a financial advisor, I worked in retail banking for over 25 years while raising my children. I also enjoyed being a student at the University of Hartford, earning my master's degree in organizational psychology in 2019. Earlier, I earned my undergraduate degree from UCONN, married my college sweetheart and was blessed with two lovely children who are now young adults. In my leisure time, I practice yoga and mindfulness meditation. I enjoy meeting new people, nature walks, my family, friends and clients.
Whether you're interested in establishing a new financial strategy or refining an existing one, I encourage you to take the next step by contacting me at 860.665.0346. I welcome the opportunity to work with you and to help organize, plan and protect your wealth.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Savings Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
Office Address28 Market Square
Newington, CT 06111
Phone NumberSandra Larson at (860) 665-0346
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