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Our Services

HELPING YOU REACH YOUR SPECIFIC FINANCIAL GOALS

Please know that the list below doesn't say everything about what we really do. Think of this list like a player roster — there are individual aspects to it, but to see its full potential it must be understood as a cohesive group.

Post Game Financial prides itself on applying a holistic perspective to each client's financial situation, only recommending the specific aspects that make sense for that athlete's circumstances. Call today to learn more: 1-860-997-8010.

  • Retirement planning
  • Budgeting and spending services
  • College savings programs
  • Insurance protection
  • Estate planning
  • Investment Management Strategies
  • Disability Income Insurance Policies

TRUSTEE SERVICES

  • Revocable living trusts
  • Irrevocable testamentary trusts
  • Irrevocable life insurance trusts

PERSONAL FINANCIAL SERVICES

FUNDING COLLEGE EDUCATION

The cost of college is rising every year. At Post Game Financial we help to clarify your educational goals and potential future costs. Through this process we can help to identify a variety of education funding options, which can help to ease the financial pressures of your children’s college education.

FINANCIAL PLANNING FOR RETIREMENT

The professional advisors at Post Game Financial can help you to create a customized retirement plan and identify investments designed to help you reach your specific financial goals. Such investment strategies include traditional IRA’s, Roth IRA’s, and brokerage accounts that all contribute to providing you with financial independence during your retirement.

ESTATE PLANNING

Post Game’s estate planning is designed to help you to preserve your wealth and appropriately distribute that wealth to your heirs. Our services are designed to maximize the value of your estate by reducing taxes and other expenses. Such services include the use of wills, trusts, beneficiary designations, powers of appointment, property ownership, gifts, and powers of attorney.

INSURANCE SERVICES

Both whole Life and term insurance are offered at Post Game Financial and are designed to provide financial stability to your loved ones or beneficiaries after you have passed away. This insurance can be created and utilized based on each individual’s specific needs and can play an important role in providing your family or loved ones with the financial security they deserve.

BUSINESS FINANCIAL SERVICES

The advisors at Post Game Financial also offer a wide variety of business services that are available to businesses of all sizes. We offer the following services to any business interested in acquiring our professional advice:

  • Growth of Capital through Asset Management Services
  • Cash management
  • Retirement plans
  • Business succession planning
  • Insurance
  • Disability Income Insurance