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.
That’s where we come in.
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
Wednesday, November 13, 2024
Wednesday
06:00 PM
Millpond Gatherings
Northford CT
As seen or heard on:†
Listen to Joel Johnson, CFP®
Money Wisdom
Tune in for new episodes every week on WTIC Newstalk 1080
Saturday 8:30AM | Sunday 7:30PM
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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
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Listen to the Team
Money Wisdom Podcast
Tune in weekly on your favorite podcast app.