Retirement Planning for Your
Next Chapter
Protect what you’ve earned. Plan what comes next.
Retirement should feel secure and rewarding, not uncertain and stressful. At SKY, we aim to make this possible through a clear, personalized wealth plan. Our financial advisors work closely with clients to build strategies that reflect their values, account for their income horizon, and prepare their investments and estates for the future. Through comprehensive tax-efficient planning, disciplined portfolio management, and a thoughtful approach to legacy, SKY can help ensure your wealth continues to work for you, and those you care about, for years to come.
Personalized Retirement Strategies, Long-Term Vision
Retirement planning is not a one-size-fits-all process. That’s why we align your retirement strategy with your values, financial goals, and timeline, so every decision supports the life you’re building.
We provide guidance to:
We take retirement planning seriously because we know how much is at stake. Every roadmap we build is grounded in proven financial strategies and shaped by a long-term relationship with your advisor. Our goal is simple: help you protect your savings, grow it wisely, and feel secure about the years ahead.
Integrated Financial Planning
We approach retirement planning as part of a broader wealth management discipline. That means integrating:
- Investment management to preserve and grow your retirement nest egg
- Tax-efficient withdrawal strategies across IRAs or employer plans to help you keep more of what you’ve earned
- Estate support focused on multigenerational planning
- Social Security and income planning to ensure sustainable cash flow
What You Can Expect
With SKY Investment Group, you’ll receive clear guidance and ongoing support as your life and the market evolve. We provide:
We’re here to help you feel prepared not just for retirement day, but for every day that follows.
Come Visit Us in Our Connecticut Office
Your retirement requires more than assumptions. It needs a concrete plan of action. We serve clients across Connecticut and beyond who want their futures to be as well-planned as their careers. If you’re ready to take the next step, we’re ready to guide the way.
Ready to begin?
Contact us today to start a conversation
Frequently Asked Questions About Retirement Planning in CT
-
We review your existing retirement accounts, project income needs, and run “what-if” scenarios to stress test your plan. Online tools provide a starting point, but they can’t account for tax impact, market risk, or legacy planning the way a professional review can.