In The Money Retirement Planning
About Us
At In The Money Retirement, we’re the human GPS for your retirement journey—guiding self-made retirees, business owners, and high-income professionals toward a confident, tax-efficient, and purpose-driven retirement.
We are an independent, fee-only financial planning firm based in New London, Connecticut, serving clients locally and across the country. As fiduciaries and proud NAPFA members, we are committed to putting our clients’ best interests first, always—without commissions or hidden agendas.
Our proprietary planning system—the In The Money Retirement Blueprint —help clients streamline complex financial decisions, reduce lifetime tax exposure, and align their wealth with their long-term lifestyle, legacy, and values.
Whether you're preparing to exit a business, create reliable income from your portfolio, or design a multi-generational legacy plan, we provide customized guidance every step of the way. We believe financial planning should be clear, proactive, and built around your vision of success.
Through in-depth planning, educational webinars, and personalized service, we help clients avoid common pitfalls and move forward with clarity and confidence.
If you're ready to work with a partner who can help you navigate retirement with purpose—we’d love to connect.
- Retirees
- Pre-Retirees 50+
- Small Business Owners/Self-Employed Individuals
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.