Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council)
Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a Wealth Manager located at Charter Oak Federal Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic? My goal is to help you to and through retirement and not outlive your income needs.
Over the last 18 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Specifically, I may be able to help you:
- Retire more comfortably
- Protect your assets and your financial future
- Fund your children's or grandchildren's education
Please contact me for a no-cost, no-obligation consultation.
My education an licensing . . . - Ohio University, Athens, OH 1980-1984 Organizational Communications
- FINRA Registered Series 6, 7, 63, 66
- Investment Advisor Representative for LPL Financial
- Trust Liason Officer Members Trust Company March 2006
Affiliations . . . - Groton Lions Club International
- Estate and Tax Planning Council of Eastern Connecticut (ETPCEC)
Personal . . . - Stonington, CT resident since 1998
- One son, Robert A. Gestrich, Graduate of Sacred Heart University 2020
