Financial Resources of Connecticut
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Since 1990 the independent financial representatives at
Financial Resources of CT, LLC have worked
with thousands of individual and business clients
to help them protect, accumulate, and transfer wealth.
 
The Financial Resources Process
The Financial Resources representative leads clients through a simple four step process
  1. Initial Consultation
    • Describe financial goals
    • Review current situation
    • Viasualize client's dream
  2. Confirmation Consultation
    • Confirm current situation and goals
    • Seek further information
    • Assure clarity and completeness
  3. Financial Profile and Presentation
    • Discuss investment styles
    • Present initial profile
    • Adjust and confirm initial draft
  4. Recommendation Presentation
    • Present financial recommendations
    • Confirm investment strategy
    • Create investment timetable


Securities offered through
Tower Square Securities, Inc.
Member FINRA/SIPC
View the MetLife Privacy Policy.

Neither Tower Square Securities
nor its representatives offer tax
or legal advice. Please consult
your tax advisor or attorney
for guidance.

Financial Resources of CT, LLC
is not affiliated with
Tower Square Securities, Inc.
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