Maintain a Good Credit Rating

A look at credit card danger signals and steps you can take to keep your credit history accurate and in good standing

What is the difference between Disability Insurance and Long-Term Care Insurance?

This article defines and discusses the difference between disability insurance and long-term care insurance


Retirement in Motion

Tips and resources that everyone can use

In The News

As an LPL Investment  Advisor Representative, I understand you have aspirations for achieving success and protecting your family. When it comes to financial planning, the information you find online is a good start, but it is meant to serve many.  Listening to you and mapping out your wishes into an actionable financial plan is what I do for clients.  Our services include retirement planning, college planning, investment services and life and long-term care insurance. 

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For over 20 years in Cheshire, Connecticut, clients started out just like  you.  They too, reached a point in their lives to consider a financial planning partner and contacted me to learn more.


 Bill Mann

 Our Heritage and Values

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, GA, MA, MD, ME, NC, NH, NY, RI, SC, VA, VT.