UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE
74 Batterson Park Road, Flr. 1
Farmington, CT 06032
Monday - Thursday
9:00 AM - 5:00 PM
9:00 AM - 1:00 PM
CORE VALUES AND RESPONSIBILITIES
WHAT ARE THE VALUES THAT GUIDE PLANNING ACROSS THE SPECTRUM?
We are dedicated to providing sound financial planning at all levels of sophistication. We have a fiduciary duty to our clients which means we must make decisions based only on the best interest of our advisory clients. We understand and value our client’s goals and work tirelessly to guide them towards their goals.
WHAT IS A FIDUCIARY DUTY?
It is a fiduciary responsibility of one party to act in the best interest of another. For our advisory clients, we have a fiduciary responsibility to ensure a duty of care, a duty of loyalty, and a duty of good faith. We will never put our interests before that of our clients’. Establishing trust is very important to us.
WHERE ARE YOU LOCATED?
Directions: From 84 East Take Exit 37 Fienneman Rd. Continue Straight onto Batterson Park Rd. Turn left onto Bagdigian Way. The office is to the left on the building “74.” On the 1st floor.
From 84 West Take Exit 38 toward US-6 E, turn left onto US-6 E, continue straight, keep right onto Colt Hwy, in .3 miles turn right onto 2 Mile Rd, in .4 miles turn right onto Batterson Park Rd, in .5 miles turn right onto Bagdigian Way. The office is to the left on the building “74.” On the 1st floor.
I DON’T LIVE NEAR FARMINGTON, CT. CAN WE STILL WORK TOGETHER?
HOW CAN I CONTACT YOU?
WILL MY PERSONAL INFORMATION BE SAFE?
WHAT TECHNOLOGY & SOLUTIONS DO YOU EMPLOY?
HOW CAN I GET STARTED?
Mark Twain once said “The secret of getting ahead is getting started.”
WHAT SERVICES DO YOU OFFER?
We offer three main services.
Comprehensive Financial Planning:: This is our most common area that clients come to see us. Often when we see people for the first time there is so much going on, and what I do is try and figure out first where they want to go financially, and then we try and figure out an appropriate way to get there. There is no fee for an initial consultation, and if a comprehensive plan makes sense there is a flat fee. No products are recommended during the planning process. Our goal is to take a look at everything, and we mean everything, to come up with suitable solutions and a way to implement them.
Speaking Engagements: Andrew loves to speak at events around the state and nearby states on topics that are of importance to the autism community. These include but not limited too modern money skills, government benefits, and retirement and estate planning.
Ongoing Coaching and Support: There are situations where perhaps asset management does not make sense and neither does a comprehensive financial plan. I offer my services as a monthly or ongoing basis to provide support on any financial (or many times non-financial!) questions clients may have. This can include helping paying down debt, opening a credit card, among many other possibilities!
WHAT IS YOUR EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY?
Andrew Started with Prudential in 2010 and has been expanding his knowledge and practice ever since. He left to start his own firm in 2016 because he wanted to be independent and offer clients what made the most sense for them. Not a company that wanted to push products.
WHAT DOES IT MEAN TO BE A CERTIFIED FINANCIAL PLANNER™?
A CERTIFIED FINANCIAL PLANNER™ or CFP® is a prestigious designation that requires an undergraduate degree at a qualified institution, an examination, 6,000 hours of experience, and compliance with the CFP® Board’s ethical standards. Having attained a CFP®, the governing Board requires 30 hours of continuing education every two years. CFP® Professionals have completed coursework in
- Professional Conduct and Regulation
- General Principles of Financial Planning
- Education Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Financial plan development (capstone) course
For all of these services, the CFP® has a fiduciary responsibility to his or her advisory clients.
WHY SHOULD I WORK WITH YOU?
Because I have been where you have been. I have experienced the ups and downs of living with autism. But more importantly, you should work with me because I am passionate about what I do. This is not just a job for me, this is my passion. I don’t use fancy industry jargon to try and scare people into rushing a decision. Families and individuals have enough to worry about. My responsibility is to help instill financial confidence, not for just today, but for the future.
WHO IS YOUR TYPICAL TYPE OF CLIENT?
Just as there is no stereotypical person with autism we don’t have any stereotypical clients. We range from people on the spectrum looking to learn basic money skills, to parents and caregivers looking to make sure they are on the right path for their financial future.
HOW DO YOU GET PAID?
We get paid through a combination of brokerage methods, an advisory agreement, or flat fee billing. Because the structure varies client to client, we can discuss what works best for a particular situation.
DO YOU HAVE ANY COMMUNITY INVOLVEMENT?
We love to give back to our community. We frequently donate to charities and sponsor non-profit events. Check out our events page to see what we are up to. Specifically, Andrew is on the Board of Autism Services & Resources Connectcticut (ASRC), among being a part of other volunteering and events.
UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Planning Across the Spectrum are separate entities from LPL Financial
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