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Kent Retirement Planning Services, LLC

  •  Tel: 860-749-6961

Kent Retirement Planning Services, LLC

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Committed to helping you

with knowledgeable & friendly financial services

Helping You

Serving North Central Connecticut & Western Massachusetts 

Committed to helping you

with knowledgeable & friendly financial services

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  2. Our Services

Our Services

We serve individuals and businesses in all areas of financial management, including:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Get personal guidance to help prepare or repair your retirement investments for living a long and independent retirement.

Review leading investment strategies designed to grow and protect your money and to provide retirement income distributions.

Kent retirement Planning is committed to providing our clients with investment programs customized for their individual needs.

 

Investment planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

 

Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

 

Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Helping to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

 

Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.

 

Education funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

 

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

 

A Full range of Financial Services

Kent Retirement Services features a wide array financial services for individuals and businesses. The following is a partial list of the types of financial and asset management services that we provide: Financial Advisor, Financial Consultant, Investment Advisor, Investment Consultant, Investment Management, Asset Management, Wealth Management, Financial Services, Financial Planning, Estate Planning, Retirement Income, Retirement Planning, Retirement Management, 401k Retirement Plans, 403b Plans, 457 Investments, IRA Rollovers, Medicare Issues, Social Security, Elder Law, Insurance, Long Term Care, CT Partnership.

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Kent Retirement Planning Services LLC
2 Robert Street
Somers , CT 06071

  •  Tel: 860-749-6961
  •  [email protected]
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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