Hal D. Guy Email & Phone Number

Glastonbury, Ct

My team provides comprehensive financial planning services to successful business owners, executives, and health care professionals throughout the New England region. We look at a person's situation on a cross-disciplinary basis, not just from a legal or accounting perspective, but across the board. This allows us to identify both coordination gaps as well as planning opportunities. After several data, discovery, & design meetings we will present the strategic plan reflecting your objectives that will help you work toward achieving your goals. Every plan is custom designed, and all of our recommendations are in writing.

Windsor, Ct

Fee based financial planning practice committed to serving the client "First, Last, & Always". Sagemark follows the 6 step planning process outlined in the CERTIFIED FINANCIAL PLANNER™ curriculum, and was the first national firm to be recognized by the Financial Planning Association for its strict adherence to these principles. Areas of planning include; investments, estate, college funding, business succession, insurance, annuities, long term care, disability, and qualified plan design.