Southbury's Independent Financial Advisor for Retirement Planning

Route 65 Financial works with Southbury residents who are approaching or living in retirement — delivering personalized planning built around your timeline, not a product shelf.

What Makes Route 65 Financial Different from a National Firm

Working with an independent financial advisor in Southbury, CT means your plan is built around your situation — not around a firm's proprietary product lineup. Route 65 Financial is not captive to any single insurance carrier or investment platform, which means Eric Stroehle can recommend what actually fits your goals. Eric holds the CLTC, RFC, and CES designations — a combination rarely found at a local independent firm — and works alongside Sean Stroehle, JD, when trust and estate planning questions arise. Route 65 Financial is also affiliated with RBC Wealth Management as its broker-dealer, providing access to institutional-grade investment resources without sacrificing the personalized attention that a local firm delivers.

Planning Services Available to Southbury Residents

Southbury clients work with Route 65 Financial across a full range of retirement-adjacent disciplines:

 

  • Retirement planning that models income, Social Security timing, and distribution strategies
  • Medicare planning to help you select the right coverage as you approach age 65
  • Life insurance and long-term care insurance structured to fit your retirement budget
  • Investment management through brokerage accounts, IRAs, bonds, and common stock
  • Tax planning and estate planning coordinated with your broader retirement picture
  • College planning for clients balancing retirement savings with education funding goals

Frequently Asked Questions from Southbury Residents

  • Do you work with clients who are still a few years away from retirement?

    Yes. Many Southbury clients begin working with Route 65 Financial in their late 50s or early 60s, when there's still time to make meaningful adjustments to their savings rate, tax strategy, and insurance coverage. Starting before retirement often leads to better outcomes than waiting until the transition is imminent.

  • What does it mean that Route 65 Financial is an independent firm?

    It means Eric Stroehle is not required to recommend any particular company's products. Route 65 Financial can work across multiple carriers and platforms to find solutions that fit your situation, rather than defaulting to whatever a parent company manufactures.

  • Can you help me understand my Medicare options before I turn 65?

    Yes. Medicare planning is one of the most time-sensitive decisions pre-retirees face, and the enrollment windows are unforgiving. Eric works with Southbury clients to evaluate Original Medicare, Medicare Advantage, and supplement options well before the initial enrollment period opens.

  • Does Route 65 Financial handle investment management, or just insurance and planning?

    Both. Route 65 Financial is affiliated with RBC Wealth Management as its broker-dealer, which means Eric can manage investment portfolios — including IRAs, brokerage accounts, bonds, and equities — alongside the insurance and planning work. Most clients benefit from having these coordinated under one advisor.

  • How do I get started as a new client in Southbury?

    The easiest first step is reaching out through the contact page or calling the office directly. Eric will schedule an initial conversation to understand your situation, answer your questions, and explain how Route 65 Financial would approach your planning before any commitment is made.