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Matthew Carbray, CFP(R)

Carbray Staunton Financial Partners LLC
Financial Planning

Contact Information:

Avon, CT 06001
United States

Years in Business:

 

11

Clients I'm Seeking:

 

Clients who are looking for a comprehensive and holistic financial planning experience. We strive to look at all areas of an individual client's situation, to include risk management and insurance planning, tax planning, investment and wealth advisement, estate planning and business succession planning, and charitable planning. Most of our existing clients have come to us to assist them in determining the appropriate type and amount of different forms of insurance to have, how much money to save to fund a college education, and the strategies to fund a certain retirement lifestyle. We are looking for clients who value the advice on an independent certified financial planner who puts the client's interest first and foremost.

About My Business:

 

Carbray Staunton Financial Partners, LLC was formed with a client-centered focus on financial planning. Established in 2006 by Matthew Carbray and John Staunton, the presiding goal of the entity was to provide existing insurance clients a resource for financial services needs. After years of due diligence, Carbray Staunton Financial Partners, LLC decided to form a strategic partnership with National Financial Partners, an independent broker-dealer. National Financial Partners and CSFP share a common philosophy of independence from proprietary products, complete objectivity to each client’s needs, and a commitment to cutting-edge development in terms of products and services. The financial planning process we prescribe to is listed below to better identify our range of services. -Identification of Current Financial Situation -Cash Flow -Debt Management -Employment/ Business Situation -Risk Management and Insurance/ Protection Planning -Life Insurance, Disability Insurance, Long Term Care Insurance -Employee Benefits -Investment Planning -Asset Allocation -Portfolio Management -Personalized Investment Programs -Fee-Based Investment Platforms with Customized Management -Evaluating Risk Tolerance and Time Horizon -Tax Planning -Implementation and Development of Company-Sponsored Retirement Plans -Personalization of Plan -Traditional IRA, ROTH IRA, Rollover IRA -529 College Savings Accounts -Retirement Planning -Distribution Planning -Identification of Income Needs -Pension Decision Planning -Estate Planning -Wealth Transfer -Business Succession -Charitable Planning

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