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Discounted Financial Plan
CRV Chamber Members can receive a financial plan discounted to $750! Whether you are looking to retire soon or just getting started in your career, a comprehensive financial plan can be beneficial to keep you on track. We can help with minor changes to existing plans or total re-directions.
We offer the following services:- Retirement Planning
- Investment Management
- Life, Disability, and Long-Term Care Insurance
- Employee Benefits Consulting
- Employer Sponsored Retirement Plans (401k's, 403b's, SIMPLE IRA's and SEP IRA's)
- 529 Plans and Education Cash Flow Planning
- Guaranteed Retirement Income Products*
Schedule your introductory meeting with Kim: HERE
*Guarantees are based on the claims paying ability of the issuing company.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Thrivepoint Financial are separate entities from LPL Financial.
This Member To Member Deal is promoted by CT River Valley Chamber of Commerce.
