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72 Queen Street Southington, CT 06489



Our Core Values


In addition to defining what we do and our market position "offer a uniquely high level of professional financial consulting and management services to individuals, trusts and pension and profit sharing clients", the mission statement recognizes that we are really in the business of "earning trust". The statement emphasizes that gaining the respect and trust of our clients is not a goal in itself, but a continuous process which requires every member of our organization to conduct themselves in a manner that will strengthen the confidence a client has in our organization each time they interact with Edu4Retirement, Inc.

This mission statement also acknowledges that we can only accomplish this task by being informed; "there is no substitute for knowledge". For management this mean keeping up to date with changes in our industry and work to change the industry. For the staff it means knowing their jobs and the individual needs and objectives of each and every client. For our clients, it means getting the professional advice they can depend on.

The statement also recognizes that in the "trust" business, there are no degrees of integrity. You are either honest or you are not. And finally, it states that there are no excuses for our inability to live up to the promises we make. When it comes to meeting each client's expectations, there is no "alternative to performance".


Our focus is to listen to our clients, understand them and provide the services that they require to reach their dreams.

Our Core Values

  • Education
  • Respect
  • Trust
  • Integrity
  • Risk Aversion