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!

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

Related Content

Tax-efficient retirement strategies

Tax-efficient retirement strategies

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

Do you speak finance? The acronyms you should know

Do you speak finance? The acronyms you should know

The more financial terms you understand, the easier it can be to make smart financial decisions.

Smart wedding registry ideas for couples

Smart wedding registry ideas for couples

The registry can provide new experiences–and savings. Here is how.