Financial Planning – New Britain CT

financial planning services connecticut

When you are getting close to retirement age in New Britain CT, you are going to need financial planning help. PBI Insurance has some of the most experienced financial advisors in Connecticut. As you approach retirement, you enter a new realm of financial planning options. While you are in your fifty’s retirement years seem so far away. The fun begins when you are months away from Medicare enrollment. If you do not have sound financial advice, you could make a mistake that could jeopardize your standard of living in retirement. When it comes to the subject of financial planning, the expert advisors at PBI have services that may benefit your future. You may find that restructuring your retirement plans might benefit future retirement income.

When you are ready to delve into the fitness of your retirement plan, consult with PBI. The financial advisors at PBI offer a variety of financial services that will ensure you have a rosy financial future in your retirement years. A catastrophic illness or nursing home care could wipe out your nestegg in a short time. PBI will give you the information you need to prepare for long-term care.  So whether you’re looking to have an income that you cannot outlive, bring together wealth or provide a legacy for those you love, we provide a variety of services and products that can help you achieve your financial goals.

Everyone’s dreams, needs and financial situations are different. We completely understand that each client will have a different financial situation with specific goals and objectives for the future. In order to better meet each client’s individual needs, we take a personalized approach to service. We always provide outstanding service to our clients, we are very dedicated to doing everything correct and making it easy for you.

Since 1985, PBI has built a business and a reputation by always doing the right thing for our clients and providing a personalized level of customer service. PBI is family-owned and serves businesses and individuals from every corner of the state. At PBI, we are known for our outstanding reputation. We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At PBI, we pledge to bring added value services to the table. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a place of your choice. When you are ready to delve into the fitness of your retirement plan, consult with the advisors of PBI about your financial future. Call 860-233-1171 today for a consultation.


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Financial Planning | New Britain CT | PBI Insurance