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72 Queen Street Southington, CT 06489

TEL.800-530-9896

FAX.860-329-0304

Wealth Management

Edu4Retirement, Inc. sets itself apart by providing a unique and comprehensive service for wealth management.  We use the 13 Wealth Management Issues as our guide to help you manage your accumulation and distribution of your wealth.

The 13 Wealth Management Issues are:

  1. Asset Management

  2. Risk Management and Insurance

  3. Banking and Credit

  4. Retirement Planning

  5. Executive Compensation

  6. Business Succession Planning

  7. Planning for Incapacity

  8. Education and Family Support

  9. Charitable Giving

  10. Titling of Assets and Beneficiary Designations

  11. Executor and Trustee Selection

  12. Distribution of the Estate

  13. Tax Planning

We assist you in understanding each of these components and address each one to ensure you are comfortable with the plan.