At Nutmeg Advisory Group, your future is our focus. We help individuals, families and businesses build, manage, grow and protect their assets through life's transitions. Financial priorities change during different phases of your life, and so should your financial plan. Let us help you build your financial foundation to serve you well throughout all life stages.
Nutmeg Advisory Group is a full-service financial consulting firm offering investment management, retirement and education planning, tax strategies, insurance and estate planning. Our firm is completely independent, so our loyalty belongs exclusively to our clients.
We would love the opportunity to work with you. We invite you to browse our site and learn more about us.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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