Retirement Visions is a financial planning firm based in West Hartford, CT, that takes a unique approach to helping clients achieve their life goals. Unlike traditional firms, they focus on life planning rather than just money goals, offering personalized attention and proactive communication. With a mission to make wealthy people rather than just find them, Retirement Visions aims to empower individuals to feel confident about their financial future and live a life full of possibilities.
Founded by Jay L. Gershman, MBA, AIF, Retirement Visions is dedicated to affecting people's lives in a significant way. Their team of experienced professionals, including Vice President Jason M. Hand and Financial Advisor David Sutkaitis, works closely with clients to devise strategies that enable them to pay less while receiving tailored financial guidance. By prioritizing their clients' well-being and providing comprehensive services, Retirement Visions stands out as a firm committed to helping individuals achieve financial freedom.
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