Rely on the professional advisors at PBI Insurance for financial planning in Connecticut. When you want to work with trusted financial planning advisors, choose PBI Insurance. If it has been a while since you have reviewed your retirement assets, it would be a good time for a review. If your circumstances or family structure has changed recently, give us a call. What does your money mean to you? Safety, freedom, peace of mind? These are the emotions that come from having a sound financial plan. When you are nearing your retirement years, seek the advice of an experienced financial planner. A financial planner can explain the risks and benefits of your existing IRAS, 401Ks and stocks. If you are interested in working with a financial planner, the most important thing is to find someone you trust. At PBI we have the experience and offer financial planning services that help you take the stress out of managing your wealth. Our goal is to eliminate concern so that you can feel confident with the decisions that you are making. With a little bit of effort upfront you can put your finances on auto-pilot until your next big life event gives you a reason to revisit your financial plan. Please call PBI Insurance for more financial planning information: 860-233-1171.