Financial advisor · Windsor, CT
Parker Wealth Management
Independent financial planning and retirement strategy
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Wealth management and legacy planning for families and professionals100 Northfield Drive, Suite 200, Windsor, CT
Legatum Financial is a wealth management practice that helps clients grow, protect and pass on the wealth they have built. The firm takes an educational approach, explaining planning options so clients can make financial decisions with clarity and confidence. Its work covers estate planning topics such as revocable living trusts, estate taxes and split-dollar life insurance, and it offers separate pages for physicians, business owners, professionals, women and executives.
Clients can reach the office at 100 Northfield Drive in Windsor, Connecticut, by phone. The firm also answers questions from family members about how different planning scenarios could affect them. Legatum Financial does not provide tax, legal or accounting advice, so clients are asked to consult their own professionals for those matters.
Independent financial planning and retirement strategy
Fee-only fiduciary planning for retirement, investing and college savings
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