Making the transition

Laying the groundwork for a major change.

The time to prepare for the distribution phase is in the five to ten years preceding your anticipated retirement date. This is a time when you can continue to earn and invest, while shoring up any potential loose ends in your strategy.

Essex advisors will walk you through the key questions and considerations. For instance, we’ll want to make sure your idealized retirement date is really a feasible time to make this major lifestyle shift. We also consider the fact that you may still have dependents to care for. This is when long-term care insurance may become part of your financial plan.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016