Welcome to In The Money Retirement Planning

Clarity and preparation bring power to your financial life, and we’re here to help you shape that future with structure and vision. At In The Money Retirement Planning, we create flexible, customized strategies that adapt to your changing goals. We provide online services across the nation and in-person services for our clients in New London, CT, giving retirees and professionals access to skilled guidance no matter their location. We guide individuals through all aspects of financial planning so their path into retirement is stable and intentional.

Working with CFA-certified financial planners, our clients receive one-on-one support backed by over a decade of service. Our approach centers on thorough analysis and long-term thinking, including estate planning, insurance planning, and retirement planning. We take pride in being fee-only and fiduciary, meaning we never push products and always place your best interest at the core. Our structured “review for retirement” system helps ensure each plan we build is grounded in results, not guesswork.

We work with small business owners and those preparing to leave the workforce, aligning goals with custom strategies that balance growth, protection, and flexibility. By providing services like tax planning, small business retirement planning, debt management, and business exit planning, we support clients as they take each step toward financial independence. Our commitment includes free first consultations and helping individuals explore possibilities before making decisions. Long-term relationships begin with real planning, shaped for real life. Book your appointment with In The Money Retirement Planning today!