Robin Sherwood| CFP®, MBA
HTG Investment Advisors Inc.
- Fee-Only Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- College Education Planning
- Wealth Management
- Portfolio Management
- DFA Advisor
New Canaan, CT 06840
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
- Helping retirees to understand what lifestyle they can afford and how to invest to meet their goals.
- Helping individuals to structure an estate plan that reflects their values, wishes and family circumstances.
- Helping a widow to organize and understand her assets and to develop a new financial plan based on a new set of circumstances.
- Helping families to figure out how to pay for the high cost of college, either through advance savings or redeploying assets.
- Helping pre-retirees to assess when they can afford to retire and how to ensure income in retirement matches expenses
- CERTIFIED FINANCIAL PLANNER (TM), 1990
- MBA, Wharton School at University of Pennsylvania
- BA, Colby College
Our mission is to help individuals and families achieve their financial goals by providing investment advice along with an array of financial planning services. We strive to exceed your expectations for competence, service and trust.