your money
With Your Retirement.
Without Piecing It Together Yourself
Retirement Planning should bring it all together.
Most people juggle a financial advisor, a tax preparer, maybe an insurance agent, and if they’re lucky, an estate attorney. But those professionals rarely talk to each other—let alone work as a team.
We changed that.
experience the full Circle Approach.
Michael Sr. and Mike Jr. Alimo
UPCOMING WORKSHOPS
380 W Main St
Avon, CT 06001 United States
6:30 pm
2 Bridge St
Old Saybrook, CT 06475 United States
6:30 pm
970 Farmington Ave
West Hartford, CT 06107 United States
6:30 pm
765 Sullivan Ave
South Windsor, CT 06074 United States
6:30 pm
full Circle Approach 
full Circle Approach
Financial Planning
We help you determine what your objective is financially and how to achieve your goals in retirement
tax planning & prep
Our in-house tax led strategies to help you keep more of what you’ve earned
insurance strategies
Tools to protect what you’ve built and support your long-term plan
Estate & Legacy Planning
Helping you optimize your money while you’re alive and ultimately pass on what matters with clarity and peace of mind
Retirement Redefined
Living Longer. Living Better. Living Financially Secure.
You’re Not Just a Client. You’re Family.
A boutique, relationship-first approach.
We’re a father-and-son team that built this firm to offer what big financial institutions can’t: genuine connection and consistent, high-touch service. We intentionally structured the company with a boutique level of service, so we can be fully invested in your success and with you every step of the way.
No hand-offs. No getting lost in the shuffle. Just smart planning, open conversations, and trusted advice.
Our story started on Wall Street—but it didn’t
end there. After years in big firms, we asked a simple question:
“When was the last time your financial advisor, tax preparer, insurance agent, and estate attorney worked together—for you?”
That question led us to build something better. A firm where it all comes together, centered around your life, your family, and your goals.
You Deserve More
Retire with clarity and confidence
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Avoid paying unnecessary taxes
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Build a plan that adapts with your life
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Stop guessing and start living