Samuel John Lusardi

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.

Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.

Douglas Packard is a financial advisor with Dennis Glynn, CPA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Dennis Glynn & Co, CPAs since 2009. Outside of advisory work, he officiates sports, primarily soccer, during the fall season. Dennis Glynn, CPA provides fee-only portfolio management, financial planning, and SIMPLE-IRA plan administration to individual investors and employer-sponsored plan participants. The firm uses a strategic asset-allocation approach with customized portfolios and integrates investment services with the owner’s CPA practice to offer combined tax and accounting support.

Eduardo Gonzalez Lopez is the sole advisor at Edgon Advisory LLC in Hartford, CT, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Innovation Partners LLC from 2013 to 2017 and has been associated with EDGON Financial LLC since 2009. Outside of his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Edgon Advisory provides portfolio management and investment advisory services primarily to pooled vehicles and institutional clients, while also serving individuals, high-net-worth clients, private offices, and business entities. The firm employs a range of analytical methods and investment strategies, including long-term investing, short-term trading, options, and allocations to real estate funds, private placements, and venture capital, operating under both discretionary and non-discretionary mandates.

Jeffrey Stock is a Series 65-licensed advisor with Stock Financial and Retirement Solutions in Somers, CT. He has one year of industry experience and previously worked at Realta Equities, Inc. and AXA Life and Health Reinsurance US. Stock Financial and Retirement Solutions provides portfolio management and financial planning services primarily to individual and high-net-worth clients, including retirement accounts. The firm utilizes multiple analytical methods and offers both discretionary account management and standalone financial planning services.