Broker Check

72 Queen Street Southington, CT 06489

TEL.800-530-9896

FAX.860-329-0304

Individual Retirement Solutions

Our mission is to help you to understand your financial situation and guide you through the retirement planning process – ultimately helping you to feel empowered about your financial future.

View our short video on how Edu4Retirement, Inc. can help you on your personal journey into retirement. Click here to see video!

Edu4Retirement, Inc. uses risk assessment techniques to develop an asset allocation model specific to your needs and risk capacity. Our focus is to listen to you, our clients, understand your needs and dreams and then match the services and products that meet or exceed your expectations.

Edu4Retirement, Inc. will help you overcome your financial fears in retirement, and provide you with risk aversion strategies. Ongoing monitoring of your retirement plan will help keep you on track for your long-term security.

HELPING TO REDUCE RISK THROUGH FINANCIAL EDUCATION 

We provide guidance to align the financial resources you have now with your retirement goals. So that you may feel more comfortable about your financial future, we educate you about the state of your financial health.

Our goal is to design for you a personalized retirement plan that encompasses each aspect of your pre and post retirement. This goes beyond your finances to include retirement planning considerations and expert knowledge from other experienced retirement professionals, such as:

  • Elder Law Attorneys
  • Social Security & Medicare Experts
  • Mental Health Professionals
  • Health and Wellness Experts
  • Housing Experts

EXPERIENCE EMPOWERMENT ABOUT YOUR FINANCIAL FUTURE 

We can help ease the fear of retirement. We will work with you to provide an educational financial plan that simplifies your path to retirement.