Financial Services, Simplified
Route 65 Financial delivers financial planning services in Connecticut across insurance planning, retirement and estate strategy, and investment management, coordinated through a single independent advisory relationship with no carrier contracts or proprietary product obligations shaping the recommendations.
Why route 65
Retirement Requires More Than One Kind of Planning
Most financial decisions that pre-retirees face don't fall cleanly into a single category. A long-term care event affects both your insurance coverage and your retirement income. An estate plan involves both your investment accounts and the legal structure around them. A tax decision in one year can reshape the value of a Social Security election in the next.
The service areas at Route 65 Financial are designed to be evaluated together, not managed separately. Here's what each covers and who each is most relevant for.
Financial Planning
Retirement income strategy, tax planning, estate planning, and college funding built around your withdrawal timeline, Social Security election, and legacy goals.
Investment Management
Bonds, equities, brokerage accounts, and IRAs structured for conservative, income-focused investors consolidating accounts or shifting toward distributions without taking on volatility they can't sustain.
Insurance Planning
Medicare enrollment, long-term care coverage, life insurance, and disability income protection, evaluated independently across carriers for clients approaching 65 or managing retirement coverage gaps.
Frequently Asked Questions
Clear answers to help you move forward with confidence
What services does Route 65 offer?
Route 65 Financial offers three coordinated service areas: insurance planning, which includes Medicare, long-term care, life insurance, and disability income; financial planning, which includes retirement income strategy, tax planning, estate planning, and college funding; and investment management, including IRAs, brokerage accounts, bonds, and equities.
Does Route 65 Financial offer all services through one advisor?
Yes. Eric Stroehle (CLTC, RFC, CES) serves as the primary advisor across all three service areas, with Sean Stroehle, JD, co-strategizing on trust and estate planning. Clients work with the same advisors across every service rather than being handed off between departments or specialists for different categories of their plan.
Do I need to use all three service areas to work with Route 65 Financial?
No. Some clients come to us for a specific need, such as Medicare planning or an investment account consolidation, and that's where the relationship begins. Over time, as the planning picture develops, additional service areas often become relevant. There's no requirement to engage all three at once.
Is Route 65 Financial restricted to certain products or carriers?
No. As an independent firm, Route 65 Financial is not contracted with specific insurance carriers or required to recommend proprietary investment products. Recommendations across all three service areas are based on what fits each client's situation, drawn from what's available across the market.
Route 65 Financial is an independent financial advisory firm based in Oakville, CT, serving pre-retirees and retirees throughout the Naugatuck Valley.
Our team holds the CLTC, RFC, and CES designations and is affiliated with Innovation Partners LLC as broker-dealer. Credentials and regulatory history are publicly verifiable through FINRA BrokerCheck. Learn more about our advisors and approach on the About page.
