OUR PARTNERS

My goal is to be your “Financial Quarterback”, the One-Stop Shop for your financial needs. As your CPA I can see your entire financial picture. Who better to coordinate your tax, insurance and investment strategies. If we work together, I do the legwork to execute these strategies. Your time is minimized, your plans are implemented.

I have established relationships with a number of outstanding firms that allow me to accomplish these goals. Here are links to their web sites and a few words on each:

Secure Future Services
Trumbull, CT
www.securefuturesvc.com

Owned and operated by Neil Miller, CLU, ChFC – the firm specializes in providing insurance products to individuals and businesses of all sizes.

Advantage Benefits Consultants, Inc.
Stamford, CT

Advantage Benefits offers complete design, actuarial and Third Party Administration services for all types of IRS qualified retirement plans. LFS working with Advantage Benefits can help you design and implement the right retirement plan for you while generating some great tax savings. A real win-win!!

Eller Financial Group
Westport, CT
www.ellerfinancialgroup.com

Entering the often volatile and uncertain world of the 21st century will present both a great challenge as well as a great opportunity. Eller Financial Group specializes in helping clients understand their investment needs and objectives and comfort level and will help you chart your financial course individually, in a prudent and disciplined fashion.