We can look at your current portfolio, even if it’s currently with another company, to give you a second opinion and make suggestions for improvements. Because we are also tax professionals, we’ll approach your financial plan with a strong tax mitigation strategy that most other financial planners fail to take into account. Because you’ll save and keep more money from taxes, you’ll have more to invest, and therefore, your portfolio will grow faster.
Just starting to invest? Great! We’ll help you start out right.
Sonny Drenen is a knowledgeable and entertaining speaker who can present on an array of tax, financial planning, and business topics for your group. He is a member of the Hartford Springfield Speakers Network.
To discuss your event and to book Sonny, please contact: