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Thomas J. Casey, CFP®

Dean, Casey Financial Management

P.O. Box 207
Shelton, CT 06484-5449
Phone: (203) 925-2600

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Job Loss
  • Real Estate
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: compensation method(s) vary by specific service(s) rendered and are fully disclosed

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.