Welcome to Retirement Planning Services Connecticut.
Retirement Planning Services is contracted with some of the top carriers in the industry for insurance and financial products and services. This enables us to provide our clients with quality products and services at affordable prices. We provide services mostly in New Haven, Middlesex, and Hartford counties. We are licensed for securities and life, accident, and health. We provide insurance products to help protect our clients and their families and financial products to help them with retirement. Our goal is to help our clients meet their goals and needs for retirement and insurance.
RETIREMENT PLANNING
If you’re looking for help with your retirement you have come to the right place. Our specialty is retirement. We focus on accumulating tax-free retirement for our clients first. If our client doesn’t qualify for this unique program or it doesn’t meet their needs there are other options where their money will grow tax-deferred and won’t be affected by a negative stock market. If you have a current 401(k), 403(b), or IRA we provide transfers. We also help our clients who are looking for guaranteed lifetime income. Go to the top of page to request a Free Retirement Consultation.
LIFE INSURANCE
Life Insurance can provide financial protection for your family or business in the event of your premature death. Most people probably know that Life Insurance provides a death benefit, but don’t realize that there are many other ways that it can help. Life Insurance can also be used to accumulate tax-free retirement savings, provide income and mortgage protection, help pay for future events such as a college education or wedding, or get a policy where you can get your money-back when your coverage expires. Go back to the top of the page to request a Free Quote for Term Life, Universal Life, Whole Life, Final Expenses, ROI, Income, or Mortgage Insurance. Compare our quotes, that come from the top carriers in the industry, to the Nationally Advertised Companies who spend hundreds of thousands of dollars to pay for their mascot, sponsor, logo, etc.
LONG-TERM CARE INSURANCE
Long-Term Care (LTC) Insurance can help cover the cost of long-term care you might need in the event of an illness, accident, or through the normal effects of aging. While protecting your assets, LTC insurance lets you choose where you receive care, including in your home.
DISABILITY INCOME INSURANCE
Disability Income Insurance allows you the opportunity to protect your paycheck. It replaces a portion of your income if you become disabled and are no longer able to work. A typical plan will replace up to 60%-70% of your salary. Benefits can last for a set number of months or years depending on the type of coverage you choose.