Jim Coleman Agent with Family First Life

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

WealthShape is a financial advisory firm based in Windsor, CT, offering customized financial planning and investment management services. With a commitment to acting as fiduciaries, they prioritize their clients' best interests by recommending investments that are tailored to their unique situations and never accepting commissions. Driven by empirical evidence and over 90 years of financial science, WealthShape specializes in applying academic research to create intelligent investment portfolios that optimize risk and return. They believe in ongoing, objective financial planning as a process for continuous improvement, providing clients with comprehensive access to their investments, goals, and progress in one secure location.Generated from the website