Our Services

Mark Sheptoff Financial Planning, LLC is a Financial Planner and Registered Investment Advisor located in Glastonbury, Connecticut. We provide fee-only financial planning services and investment advice. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.

Mark Sheptoff Financial Planning, LLC believes in flexibility. We will consider a wide range of investments before creating the portfolio we feel is best suited to your individual financial objectives.

You need to have the peace of mind that you can reach your financial goals whether it involves your child’s education, retirement, or whatever else may be important to you. The only way to achieve your goals is to properly plan for them. We’ll work closely with you to develop a comprehensive financial plan to guide you in the following areas:

  • Developing an investment plan, including:
    • Analyzing financial goals and risk tolerance
    • Determining proper asset allocation
    • Analyzing existing investments
    • Creating a long-term investment portfolios
    • Continuous monitoring of investment portfolios
  • Estate tax planning
  • Managing cash flow
  • Determining insurance needs
  • Building education funds
  • Planning for retirement
  • Planning for eldercare
  • Determining and analyzing present and required life, health and disability insurance

2020 Mark Sheptoff Financial Planning, LLC. All rights reserved.