"Healthcare for your finances"

As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee* your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. Please use my Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. *Guarantees are backed by the claims-paying ability of the issuer.


Finn Financial Solutions is an insurance and financial firm providing medical professionals, business owners and their families with customized solutions for their financial needs. Our driving purpose is to teach and encourage our clients to live lives of financial freedom. This is a lifetime journey so our focus is on building long-term relationships in order to best help clients to identify and pursue the appropriate financial opportunities for their individual needs. Our clients are people of high character who care deeply about their loved ones and have the discipline to make the strategic decisions today that will help allow them to reach their future goals. Our firm also makes decisions based on our inner strength of character and our goal is to act in the best interests of our clients. We are organized and systematic in our approach and seek to follow through on all of our promises. Dan and his wife Kaitlin live in East Hampton, CT with four little boys and a baby girl who fill their home with laughter and joy and give purpose to all that they do.


Life Insurance Life Insurance: Life insurance is an effective way to help protect your family’s lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease.* This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans. Long Term Care Insurance Long-Term Care Insurance: Going through life may require a little help along the way. So if you’re planning ahead, long-term care insurance may help protect you or a family member’s future plans and help preserve the assets you’ve worked so hard to build. Retirement Income Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it. Either way, you will be assured a steady, dependable source of income for life. Investments Investments- We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans. Disability Insurance With so many people living paycheck to paycheck these days, even a temporary loss of income can disrupt a family’s lifestyle and financial security. That’s why group disability insurance can be a tremendous source of comfort for many working families. 25% of those entering the workforce today will suffer a disability before they retire. 699%of disabling accidents and illnesses are not work related, and therefore are not covered by workers’ compensation. Advanced Planning We have exclusive access to the Advanced Planning Group – a premier planning team at New York Life Insurance Company with expertise in law, accounting, financial planning and insurance. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.

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