As a Professional Retirement Plan Advisory Firm, we help business owners and their employees get the most out of their retirement plans. o Business owners benefit from tax savings and employee retention as well as avoiding the many potential potholes of running a plan, saving you and your staff time administering the plan. o Employees understand and utilize the plan to the fullest so they can retire when they want to. On the individual side, we help our clients prepare for a successful retirement by looking at their complete financial picture and use the best products to help them such as 529 plans for college funding, retirement plans of all types and Life and disability insurance to protect their families and income. o We do this in a way that always puts the clients needs first in providing solutions. o Then we follow them all the way through the many stages of their life updating and adjusting as needed. That is what makes us different. Securities offered through Commonwealth Financial Network, / DiMatteo Group. 79 Bridgeport Ave. Shelton, CT. 06484. (203) 924-4811. This communication is strictly intended for individuals residing in the state of Connecticut. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: