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Trusted Retirement & Investment Specialists

You’ve entered a phase of your life where now it’s time for you to get paid back for all your hard work.
That’s where we come in.

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10 Point Retirement Checklist

10 Point Retirement Checklist

Download your 10-Point Retirement Checklist

Get information and education that can bring you peace of mind with your savings and retirement.

Upcoming Workshops

Sign Up for Our Free Retirement & Investment Planning Workshops

Our workshops provide an opportunity for you to get financial and retirement planning information and solutions at no cost to you – in a relaxed environment. Simply click on a workshop below or check the Seminars Schedule link to see all available dates and times.

Financial Workshops

Thursday, November 30, 2023

Thursday
06:00 PM
Red Fox Restaurant
Middletown CT

Financial Workshops

Monday, December 4, 2023

Monday
06:00 PM
Gusto Trattoria
Milford CT

Financial Workshops

Monday, December 4, 2023

Monday
06:00 PM
3 Restaurant
Franklin MA

Financial Workshops

Tuesday, December 5, 2023

Tuesday
06:00 PM
Trattoria Toscana
Manchester CT

Financial Workshops

Money Wisdom & Wine

Money Wisdom

Money Wisdom

Listen to Joel Johnson, CFP®

Money Wisdom

Tune in for new episodes every week on WTIC Newstalk 1080

Saturday 8:30AM | Sunday 7:30PM

Better Money

Better Money

Watch Joel Johnson, CFP®

Better Money

Tune in every weekend on WFSB

Saturday 6:00AM – 7:00AM | Sunday 7:30AM – 8:00AM

Tune in every weekend on WSB-TV

Sunday 9:00AM

Our Locations

Wethersfield, CT

100 Great Meadow Road
Suite 502
Wethersfield, CT 06109

Newton, MA | Needham, MA

197 First Avenue
Suite 320
Needham, MA 02494

Norwell, MA

120 Longwater Drive
Suite 102
Norwell, MA 02061

Atlanta, GA

3301 Windy Ridge Parkway
Suite 105
Atlanta, GA 30339

Franklin, MA

1000 Franklin Village Drive
Suite 107
Franklin, MA 02038

Woburn, MA

304 Cambridge Road
Suite 450
Woburn, MA 01801

Milford, CT

57 Plains Road
Suite 3B
Milford, CT 06461

Newtown, CT

27 Glen Road
Suite 300
Newtown, CT 06482

Cheshire, CT

55 Realty Drive
Suite 100
Cheshire, CT 06410

Avon, CT

152 Simsbury Road
Building 9
Avon, CT 06001

Old Saybrook, CT

240 Main Street
Old Saybrook, CT 06475

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