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160;Dream, Plan, Achieve! We create strategies tailored to your goals. Without any conflicts of interest we put your needs first. We enjoy building trusted long-term relationships that span generations. We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more. Series 6, 7, 24, 26, 63, 65.

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Financial Resources of Connecticut

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160;Dream, Plan, Achieve! We create strategies tailored to your goals. Without any conflicts of interest we put your needs first. We enjoy building trusted long-term relationships that span generations. We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more. Series 6, 7, 24, 26, 63, 65.
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6 useful links
7 cetera research
8 market perspectives
9 resource center
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Home | FINANCIAL RESOURCES OF CT | financialresources-ct.com Reviews

https://financialresources-ct.com

160;Dream, Plan, Achieve! We create strategies tailored to your goals. Without any conflicts of interest we put your needs first. We enjoy building trusted long-term relationships that span generations. We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more. Series 6, 7, 24, 26, 63, 65.

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Our Mission | FINANCIAL RESOURCES OF CT

http://www.financialresources-ct.com/p/our-mission

Dream, Plan, Achieve! Series 6, 7, 24, 26, 63, 65. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA. Cetera is under separate ownership from any other named entity.

2

Useful Links | FINANCIAL RESOURCES OF CT

http://www.financialresources-ct.com/p/useful-links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Series 6, 7, 24, 26, 63, 65. Check the background of your financial professional on FINRA's BrokerCheck. Cetera is under separate ownership from any other named entity.

3

Our Process | FINANCIAL RESOURCES OF CT

http://www.financialresources-ct.com/p/our-process

The Financial Resources Process The Financial representative leads clients through a simple four step process. Confirm current situation and goals. Assure clarity and completeness. 3 Financial Profile and Presentation. Adjust and confirm initial draft. Series 6, 7, 24, 26, 63, 65. Check the background of your financial professional on FINRA's BrokerCheck. Cetera is under separate ownership from any other named entity.

4

Tools | FINANCIAL RESOURCES OF CT

http://www.financialresources-ct.com/tools

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.

5

Retirement | FINANCIAL RESOURCES OF CT

http://www.financialresources-ct.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. What does your home really cost? There are a number of ways to withdraw money from a qualified retirement plan. Have A Question About This Topic? It's important t...

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160;Dream, Plan, Achieve! We create strategies tailored to your goals. Without any conflicts of interest we put your needs first. We enjoy building trusted long-term relationships that span generations. We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more. Series 6, 7, 24, 26, 63, 65.

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