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Create Values-Based Financial Health

and Enhance Well-Being through

                          Money Mindfulness                                        Insurance & Investment Strategies                                              Michael D'Apice                                                                           14 Mohawk Drive, Collinsville, CT. 06019                                                                           Phone 860-693-4919 | Cell 860-306-0096 | mdapice@cfsllc.com

Michael says, “While taking the first step is commendable...without direction it is still called ‘wandering’.”

Celebrating over 40 years of client-centric mentoring and service!

Products and Services

Investments

  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Coverdell ESA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Strategies

  • Retirement Plans
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Cash Flow and Budgeting

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Business Planning

  • Exit Planning
  • Succession Planning
  • Executive Compensation Planning