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Your Destination. Our Dedication.

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy. We built Route65 Financial with just this thought in mind. We focus on helping clients develop a detailed roadmap for that route to retirement.  Our goal is not just to map out a smooth road, but also figure out how to get around any potential roadblocks. and proactively find solutions. 

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Our Services

We are Route65 Financial, an independent financial firm in East Berlin, CT. We have 20 years of experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not restricted to specific proprietary products, and have more flexibility in the services we offer. Instead, we provide you with the highest quality education on your path to financial freedom and retirement.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Healthcare

Healthcare

Insurance transfers the financial risk of life's events to an insurance company.

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We are dedicated to building you the right strategy for the greatest journey in your life.

From birth to retirement, we only ask that you provide the time and place for the destination. We will help you determine the speed limit, and help get you there and each stopover along the way.

For nearly 20 years we have consistently helped clients from all walks of life develop a road map for retirement and other priorities that come up along road to financial independence.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic
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Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

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