Patricia Clark Kane

Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Timothy Baker is a CFP® with 16 years of industry experience and has been the sole advisor at WealthShape LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Windsor, CT. WealthShape LLC is an independent, fee-only firm providing investment management and financial planning to individuals, families, and institutional clients, including ERISA retirement plans. The firm uses long-term academic research and Modern Portfolio Theory to build globally diversified portfolios and offers fiduciary services such as 3(21) and 3(38) consulting for retirement plans.

Latimer Eddy is a CFP® professional with 21 years of industry experience, operating under his firm L. B. Eddy since 1993. The firm provides fee-only investment management and occasional financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. L. B. Eddy manages approximately $15.7 million across nine discretionary client accounts, focusing on a strategic asset allocation approach with global diversification, utilizing primarily no-load or low-load mutual funds, ETFs, stocks, and bonds. The firm is not accepting new clients and is actively transitioning existing relationships while continuing to manage current accounts on a discretionary basis.

Edmund Michniewicz is the sole advisor at Longvue Capital Management in Granby, CT, where he has worked since 2003. He has 23 years of industry experience. Longvue Capital Management is an independent, fee-only investment adviser that provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm focuses on equity-oriented accounts using a mix of historical, macroeconomic, technical, and fundamental analysis to assess market risk and adjust portfolio allocations accordingly, employing defensive cash positions and bear-market ETFs while avoiding margin, short sales, and option-writing strategies.

Kelly Ennis is a CFP® and ChFC® with 10 years of industry experience. She is the sole advisor at Infinity Financial Strategies, LLC, where she has worked since 2017. Prior to that, she was affiliated with U.S. Financial Advisors, LLC and LPL Financial LLC from 2015 to 2017. Infinity Financial Strategies serves individual clients at various wealth levels as well as corporations and retirement-plan sponsors, providing wealth management, discretionary investment management, comprehensive financial planning, retirement plan consulting, and select business services such as bookkeeping and tax preparation. The firm employs a combination of fundamental, technical, cyclical, and charting analysis alongside passive index vehicles, and offers a range of services including educational seminars, retirement plan fiduciary roles, and estate planning assistance through third-party technology.

Jack Brown is a financial advisor at Morgan House Capital, LLC, an independent firm. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding Morgan House Capital in 2024, he worked at several financial firms including Belmont Asset Management and Ameriprise Financial Services. Outside of advisory work, he owns and manages a full-time non-advisory hospitality business, Morgan House Tavern. Morgan House Capital provides discretionary investment management and financial planning services to individuals, trusts, and estates. The firm employs a blend of fundamental and technical analysis to construct portfolios from stocks, ETFs, mutual funds, and bonds, maintaining a primarily long-term investment orientation while allowing shorter-term trades as needed.