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PlanningWISE


www.planningwisewealth.com
One Old Mill Lane
Simsbury, CT 06070
(860) 784-2605


Nancy Fellinger, CFP® For the investment management & financial planning needs of women in Simsbury and throughout Connecticut's Farmington Valley.

Many of my clients are women who've had limited opportunities to be meaningfully engaged with their finances, whether because someone else took the lead or they simply never had the time or the inclination to pay much attention to their finances.

But then something happened. They were widowed or knew that one day they'd be on their own. Or they'd gone through a divorce. Or they're contemplating retirement. Some are married and have primary responsibility for family finances but just never had the confidence or counsel they wanted. They all wanted to be more in control of their financial lives, with guidance they could trust from someone fully invested in their well-being.