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72 Queen Street Southington, CT 06489

TEL.800-530-9896

FAX.860-329-0304

TRANSITIONING TO OR MAINTAINING A SUCCESSFUL RETIREMENT HELPING BUSINESSES TO MAXIMIZE THEIR 401-k & RETIREMENT PLAN FEEL EMPOWERED ABOUT YOUR FINANCIAL FUTURE SIMPLIFYING RETIREMENT PLAN SPONSOR REGULATORY OBLIGATIONS

Individual Retirement Solutions

Edu4Retirement, Inc. provides financial consulting and investment management services to individuals approaching retirement. We also help those already enjoying retirement to make their income last.

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The road to retirement is different for each one of us.  We have adopted the Fit-to-Retire® program that identifies five specific areas to help people plan and prepare for their retirement.

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Business Solutions

Edu4Retirement, Inc. helps businesses and organizations manager their 401(k) and retirement plans, implement fiduciary responsibilities and provide ongoing plan governance to help ensure that both employer and employee financial obligations and objectives are met.

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Wealth Management

At Edu4Retirement, Inc. we have a comprehensive program designed to teach people about retirement. There are various issues that confront each person as they make their solo journey. Wealth management is a descriptive term that is often used by financial advisors but, most times, has little substance behind it. At Edu4Retirement, Inc. we have a comprehensive program that provides a process for each phase of wealth management.

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For professional backgrounds of brokers and brokerage firms, as well as investment adviser firms and advisers, visit BrokerCheck at https://brokercheck.finra.org/.

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Saving for Retirement

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Charitable Giving: Smart from the Heart

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