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Best Senior Investment Planning in Connecticut, United States

  • Tailored Strategies
  • Secure Investments
  • Wealth Growth
  • Expert Advisors
Senior Investment Planning

Our Services

Comprehensive Retirement Planning

Our expert team creates personalized retirement plans that ensure financial security and peace of mind for your golden years.


Wealth Management

We manage your assets to grow your wealth, focusing on investments that offer security and long-term growth.


Investment Advice for Seniors

Our advisors provide sage advice on where and how to invest specifically catering to the needs of seniors.



Financial Planning Services

From budgeting to estate planning, we cover all aspects of financial planning to ensure a worry-free retirement.

Elderly Care Financial Solutions

We offer investment options that include elderly care, ensuring your well-being is secured financially.

Long-Term Retirement Investments 

Specializing in elderly care investments that yield benefits in the long term, suitable for a comfortable retirement.

Senior Wealth Management

Our services are designed to protect and grow your wealth through strategic management tailored for senior citizens.

Custom Investment Strategies

Each client receives a custom investment strategy designed to meet their unique retirement goals and financial situation.

About Raymond Senior Planning

At Raymond Senior Planning, we believe that retirement planning should be about security, comfort, and living your best years with peace of mind. With over two decades of experience in senior investment planning and wealth management, our team of dedicated financial planners for seniors is committed to providing you with tailored strategies that meet your specific needs. 

Our expertise in long-term retirement investments, senior wealth management, and financial planning for seniors ensures that your retirement plans are in safe hands. Our mission is to empower seniors with financial independence through compassionate support and expert advice.


Medicare parts

The Right Investments Pave the Way for a Secure Tomorrow.

Investing wisely can provide a reliable income stream, safeguard against inflation, and leave a legacy for loved ones. By exploring suitable investment options tailored to your goals and risk tolerance, you can enjoy the peace of mind that comes with a well-planned financial future, allowing you to focus on the things that matter most to you.

How We Can Help

At Raymond Senior Planning, we understand the importance of preparing for the future with comprehensive financial strategies. Our elderly care investment expertise extends to several crucial areas to ensure your peace of mind during your golden years.

Long Term Care Planning

Navigating the complexities of long term care requires foresight and meticulous planning. We help you:

  • Assess Future Needs: Understand the level of care you might require and plan accordingly.
  • Financial Preparation: Craft financial strategies that ensure you can afford quality long-term care without compromising your lifestyle.
  • Insurance Solutions: Explore long-term care insurance options to cover expenses without depleting your savings.
Supplemental Coverage
Medicare Broker

Home Health Care Planning

Aging comfortably at home is a priority for many seniors. Our home health senior investment planning services include:

  • Customized Care Plans: Develop personalized care plans that enable you to receive professional care in the comfort of your home.
  • Budgeting for Home Care: Financial planning to help you afford high-quality home health care services.

Coordination with Services: Assistance in selecting and coordinating with reputable home health care providers.

Guarantee Trust Life Insurance

As a cornerstone of financial security, Guarantee Trust Life Insurance offers peace of mind for you and your loved ones. Our senior investment planning assists with:

  • Policy Selection: Guidance in choosing the right life insurance policy that meets your needs and budget.
  • Benefit Optimization: Ensure you’re fully utilizing the benefits of your policy to protect your assets and legacy.
  • Trust and Estate Planning: Integration of your life insurance into your estate plan for seamless wealth transfer.


Seniors should generally aim for a balanced approach to risk, prioritizing investments that offer stability and income, such as bonds and dividend-paying stocks, while still maintaining a portion of their portfolio in growth-oriented investments to hedge against inflation. Personal risk tolerance and financial goals are key factors in this decision.

Speak to our experts now for detailed information. 

Diversified portfolios that include a mix of stocks, bonds, mutual funds, and possibly real estate investments are often recommended for long-term retirement planning. 

Dividend-paying stocks and index funds can offer a good balance between growth potential and income, while bonds can provide more stability and regular income.

Our senior investment planning can include investment advice, estate planning, tax strategies, healthcare planning, and philanthropic planning. The goal is to preserve and grow wealth during retirement years while planning for future generations or charitable contributions.

Seniors should review their investment strategy at least annually or whenever there are significant changes in their financial situation, market conditions, or personal goals. Regular reviews help ensure that the investment strategy remains aligned with one’s changing needs and objectives.

Let's insure a healthy future together.

Contact us!

New Britain Location

195 West Main Street,
New Britain, CT 06052

New Britain Location Hours

Mon-Fri 9:00am-4:00pm
Every other Saturday: By Appointment Only

(203) 699-2611

Southington Location

By Appointment Only

360 North Main Street Suite 5,
Southington CT, 06489

(203) 699-2611

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