Innovative Financial Planning Since 1988.
We help people manage their financial lives to help pursue their family, occupation and recreational goals. We combine our wealth management process and our practice management process to build, implement and monitor client plans in an informed and intelligent manner.
Each plan is customized, communicated and monitored.
Within the Planning Process, we provide our clients:
- • Years of experience coupled with continuing education assure a high level of knowledge in navigating the complexities of the investment, tax and financial planning landscapes.
- • Sophisticated problem solving and investment management platforms are used for client planning and account management.
- • Full internet capability enables clients to access their accounts for information and service.
- • Client accounts are customized to fit their needs with particular attention paid to the level of investment risk with which they are comfortable.
- • Using LPL Financial research, the management of investment accounts fits within a discipline of asset allocation that is monitored on an on-going basis.
- • As independent financial planners, we are not obligated to offer or use proprietary products or services.
- • Investment Products
- Mutual Funds
- Common Stocks
- Government Securities
- Fixed Income Securities
- Exchange Traded Funds
- Brokered CDs
- Variable Annuities
- • Insurance Products
- Life Insurance
- Long-Term Care
- Disability Income
- • Retirement Planning Design Assistance and Service
- 401(k) plans
- IRA, SEP, Roth IRA, Simple Plans
- • Education Plans
- • Uniform Gift/Transfer to Minors
To Learn More, You May Contact Us At:
New England Capital Planners, Inc.
124 Simsbury Rd, 9-F
Avon, CT 06001
Telephone: (860) 676-9977
Fax: (860) 676-9979
Or, click on Contact Us and submit a request for more information