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Risk Management

Matthew is a valued resource in complex life, disability, and long term care insurance plan design.  He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key retirement planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and executive benefits.  Matthew is a graduate of the University of Connecticut with a degree in business and technology.  

Licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.