Brian Skinner, CFP^®

We are a fee-based fiduciary financial planning firm that helps successful savers age 50+ in Connecticut turn a lifetime of accumulated accounts into one cohesive, tax-smart retirement income plan. As a CFP® professional based in Milford, CT, I specialize in tax-sensitive retirement planning, Roth conversion strategy, and distribution planning for individuals and couples with $1 million or more in investable assets. We focus on pre-retirees and retirees who want to maximize their lifestyle while minimizing taxes over their lifetime—not just this year. Typical clients are professionals, executives, and business owners who are five to fifteen years from retirement or already retired, often with significant assets in 401(k)s, IRAs, brokerage accounts, and equity compensation. We design integrated plans that coordinate Social Security, pensions, investments, healthcare and Medicare, and legacy goals into a structured withdrawal strategy. Our process emphasizes proactive tax planning, evidence-based investing, and clear, ongoing communication so clients know exactly where their retirement paycheck will come from and how long it can last. We primarily serve clients in Milford, Hartford, New Haven County, and throughout Connecticut, and also work virtually with select families across the country seeking tax-smart retirement and income planning

401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances