At Chelsea Groton Financial Services, we understand there are many ways to achieve your financial goals. We offer access to customized, comprehensive financial planning aligned with your vision for the future.
Our experienced financial advisors work to get a thorough understanding of your life-changing needs, with the goal of developing a strong client relationship and a sound financial plan.
Following an initial meeting, which can occur over the phone, by video conference, or in-person, our advisors will help you create a roadmap, which will serve to guide you on how to take the hard-earned money you’re actively making during your working years, and allocate it to support your dreams, goals and obligations in retirement. The Chelsea Groton Financial Services’ team regularly reviews your roadmap and situation with you. As circumstances change, be it personal goals or obligations, or a global health and economic crisis, an advisor will work with you to modify your expected income, expenses, and appropriate diversification of your portfolio in order to help manage risk so you’ll always have the security of a well thought-out plan.
The experts at Chelsea Groton Financial Services take a holistic approach to helping you map out your financial plan in preparation for retirement. Upon meeting, the advisors will ask you about your personal and professional lives, as well as financial obligations, priorities, dreams and goals, including:
Risk tolerance is an important factor in developing a customized, comprehensive financial plan. Find out by completing a Free Risk Analysis as a first step to developing a financial plan that is right for you.
No matter where you are in the process, we’ll present you with lots of options to help you achieve your goals for the future. Call us at 860-572-4040 to work with a member of our Financial Services Team below.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Insurance & Risk Management