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!

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

 

Related Content

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Help Make Your Retirement Assets More Valuable

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

Why should we consider life insurance?

Why should we consider life insurance?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.