Welcome to HAS Wealth Management and Insurance Solutions: a financial firm focusing on Retirement Planning and Medicare. Please don’t hesitate to give us a call should you have any questions, or simply click below for a consultation.
If you are retired – or approaching retirement – we are here to guide you throughout the entire process. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore financial goals.
Headquartered in Central Connecticut since 2010, we’ve helped over 700 clients just like you achieve the retirement of their dreams.
Curated articles, videos, and more for a financially savvier you.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free eBook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
LPL Financial Advisor