Financial Planning in Connecticut Built Around Where You're Headed

Most financial plans are built around products. Ours is built around your destination — the life you're working toward and the decisions that get you there. At Route 65 Financial, financial planning in Connecticut means working with an independent firm that isn't constrained by proprietary products or corporate quotas. Eric Stroehle, RFC, CLTC, CES, works alongside Sean Stroehle, JD, to develop plans that account for retirement income, tax exposure, estate structure, and more — all under one roof, all coordinated around your specific situation.

What Financial Planning Can Help You Accomplish

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Financial planning at Route 65 Financial is a coordinated process — not a checklist of products or a one-time conversation. We look at your full picture: when and how you'll draw income in retirement, how taxes will affect your distributions year after year, and what happens to your assets when you're no longer here to manage them. These pieces don't exist in isolation, and we don't treat them that way. Eric Stroehle, RFC, CLTC, CES, and Sean Stroehle, JD, work together to make sure every part of your plan is connected — so that a decision made in one area doesn't create an unintended consequence in another.

Retirement Planning


Every client relationship at Route 65 Financial starts with a retirement planning conversation — where you are now, what you want retirement to look like, and what it will take to get there. We call it Route 65 — the road to retirement — and the retirement planning we do together is the map. Whether you're a decade out or already there, the process is the same: clear goals, honest analysis, and a retirement plan that moves when your life does.

Tax Planning 


Tax planning is one of the most overlooked parts of a retirement strategy — and one of the most consequential. At Route 65 Financial, we help pre-retirees and retirees in the Naugatuck Valley understand how taxes will affect their income in retirement, not just today. That means analyzing Roth conversion opportunities, evaluating tax-efficient withdrawal sequencing across accounts, and coordinating distributions in a way that minimizes unnecessary tax exposure year after year.

Estate Planning


A retirement plan that doesn't account for what happens to your assets isn't a complete plan. Estate planning is where financial strategy and legal structure meet — and at Route 65 Financial, we approach it that way. Eric Stroehle works alongside Sean Stroehle, JD, to help clients in the Naugatuck Valley understand how their assets will transfer, how trusts and beneficiary designations interact with their overall plan, and where gaps in their current structure may exist.

  • What areas of Connecticut do you serve?

    We serve clients throughout the Naugatuck Valley region, including Waterbury, Southbury, Naugatuck, Woodbury, and Middlebury, CT. Most client relationships involve a mix of in-person and remote meetings depending on preference.

  • How does tax planning fit into retirement planning?

    Tax planning and retirement planning are deeply connected. Decisions about when to draw from which accounts, whether to do Roth conversions, and how to structure income in retirement all carry tax consequences. We address both together so that your income strategy and your tax picture stay aligned.

  • Can you help with estate planning even if I don't have a large estate?

    Yes. Estate planning isn't only for high-net-worth individuals — it's about making sure your assets transfer the way you intend, your healthcare decisions are documented, and your family isn't left navigating complexity during a difficult time. Sean Stroehle, JD, brings legal perspective to this work that most financial planning firms can't offer in-house.

  • Do you offer college planning alongside retirement planning?

    We do. Many of our clients are balancing education savings for children or grandchildren alongside their own retirement timeline. We help structure those priorities so one doesn't undermine the other — including 529 planning and coordination with your broader financial picture.

  • How do I get started with Route 65 Financial?

    The best first step is reaching out directly — by phone, email, or the contact form on our website. We'll start with a conversation about where you are and what you're working toward, and go from there. There's no obligation and no sales pitch — just a straightforward discussion about whether we're the right fit.

Your Financial Journey Starts Here

We believe the best relationships start with a conversation. If you're curious about how we can help or just want to learn more about our services, don't hesitate to reach out. We're here to answer your questions, listen to your goals, and show you what makes working with us different. 

Service FAQs

Quick answers to common questions

  • What services does North Point Financial offer?

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  • Who do you typically work with?

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  • How do I get started?

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  • What makes your approach different?

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  • Do you offer ongoing support?

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