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We provide tax-efficient retirement planning and investment management

We're a financial advisory firm that focuses on tax-efficient retirement planning

What we do

We provide tax planning, investment planning and ongoing retirement advice 

Why we're different

We proudly differentiate ourselves from typical financial advisors:


We specialize in retirement planning

What are we solving for? Assets under administration may have driven profits, but aging clients now want to shift from investing to protecting assets with attention to liquidity, credit, liability management, long-term care, premature death protection, and longevity protection as the new benchmarks, not the S&P


We do tax planning

Most advisors aren't willing or able to give tax advice. We incorporate careful tax minimization planning into all aspects of our services. We can also coordinate the preparation and filing of your tax returns through Powers Tax Preparation, a separate company under common ownership with SkyBlue Wealth Advisors


We're independent

We're a standalone company not affiliated with any banks, brokerages or insurance companies. This allows us to offer truly comprehensive advice without restriction and avoid conflicts of interest to make certain recommendations


Our fees are clear and fair

We're "fee-only," which means we don't sell products for commission and don't receive any form of compensation from anyone other than you

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We're fiduciaries

Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest

social security

We understand Social Security

We have in-depth knowledge of how to maximize Social Security benefits, which are likely to be a critical part of the foundation of your retirement


We're credentialed

In addition to having relevant education, professional and academic experience, our founder and planner, Eric Powers, has obtained the trusted CERTIFIED FINANCIAL PLANNER™ industry designation and may practice before the IRS as an ENROLLED AGENT 


We can work virtually

Our physical presence is in Connecticut but we're able to provide our full suite of services virtually thanks to our use of best-in-class systems and software

Next steps

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