Helping You Simplify,
Organize & Synergize Your Financial Picture
In working to nurture your wealth and protect your financial future, our team approaches your financial picture from a holistic point of view. We’re here to help you ask the right questions, align your portfolio with your goals and simplify your most complex financial concerns.
Here's how
Financial Planning
Think of financial planning as our way of fitting the pieces of your puzzle together. We’ll take a comprehensive look at every angle and aspect of your financial picture as we make sure each piece is working in tandem to address your needs, goals and aspirations.
We’ll Address Your Biggest Concerns Including
Retirement Planning
Social Security Maximization
Estate Planning
Income Tax Minimization
Getting the most from your 401(k) & Pensions
Divorce
Elder Care and Long-term Care
Investment Management
While you know investing is an important part of a solid financial plan, you may not be interested or have the time to dive deep into theories, market conditions, investment types and so on. Instead, you need to focus your efforts on finding the right partner who can do the heavy lifting for you and your family. At Charter Oak, we’re happy to take your concerns, goals and needs into consideration as we develop a tailor-made portfolio designed just for you.
Our Investment Management Services Include
- Creating & implementing investment strategies
- Incorporating use of public markets
- Developing the right portfolio for today’s economic environment
- Continual alignment of your investments with your overall financial goals