Question 1

What sets CT Financial apart from other advisors?

Accepted Answer

Our process begins by asking the right questions and conducting a deep dive into your data to provide an objective, detailed second opinion about the current state of your financial health. Unlike most advisors who stay in their professional silo, we take a cross-discipline, coordinated approach to identify and quantify any costly blind spots unique to your situation.

Question 2

How can CT Financial help with special needs planning?

Accepted Answer

If you have a special needs situation, we can help you create and fund a special needs trust that would be available to the identified dependent during your lifetime or after your death. Our goal is to ensure your loved one is taken care of, even after you're gone.

Question 3

How does CT Financial approach investment planning?

Accepted Answer

We believe it's important to have a personalized investment policy philosophy statement to evaluate your assets against your retirement goals. We can help you create a benchmark return for each asset class based on your unique risk-reward profile, so you can make informed decisions about your investments.

Question 4

Does CT Financial coordinate with my existing financial team?

Accepted Answer

Yes, our process involves developing a cross communication platform with your current financial team, including lawyers, CPAs, and investment advisors, to analyze and modify your specific investment and estate plan goals.

Question 5

How does CT Financial ensure my beneficiaries are properly coordinated?

Accepted Answer

We'll review your current estate plan to ensure all of your beneficiaries have been updated, included, and properly coordinated. This helps avoid any gaps or conflicts in your estate planning.

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Connecticut Financial

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Frequently Asked Questions about Connecticut Financial

What sets CT Financial apart from other advisors?

How can CT Financial help with special needs planning?

How does CT Financial approach investment planning?

Does CT Financial coordinate with my existing financial team?

How does CT Financial ensure my beneficiaries are properly coordinated?

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