Milford Financial

Call Directions Website

Milford Financial At Milford Financial, we prioritize relationships and provide transparent guidance as fiduciaries, empowering you to make confident financial decisions.

Investment advisory and financial planning services offered through Alphastar Capital Management, LLC. At Milford Financial, relationships are at the heart of what we do. As fiduciaries, we are committed to acting in your best interest, always offering thoughtful advice and transparent solutions. Our goal is to empower you with the knowledge and support you need to make confident decisions about your financial future. With years of experience and a passion for service, we are here to help you navigate life’s financial opportunities and challenges. Together, we’ll create a roadmap for your future that reflects your values, protects your interests, and helps you work toward your financial aspirations. By providing your contact information while registering for one of our workshops, you authorize Milford Financial to contact you by phone or email. Milford Financial does not share your information.

It’s National Save for Retirement Week! Here’s how to stay on track:🏖️ Increase contributions: Even 1% more can grow sig...
10/20/2026

It’s National Save for Retirement Week! Here’s how to stay on track:

🏖️ Increase contributions: Even 1% more can grow significantly over time.
🏖️ Estimate future needs: Plan for expenses in your desired lifestyle.
🏖️ Diversify accounts: Explore IRAs, 401(k)s, or other savings vehicles.
🏖️ Learn withdrawal strategies: Plan distributions to last through retirement.
🏖️ Seek professional advice: Align actions with your goals.

Small actions today build a stronger retirement tomorrow!

Estate Planning Awareness Week is here! Take steps to plan your legacy:🖋️ Draft a will: Ensure your wishes are honored a...
10/18/2026

Estate Planning Awareness Week is here! Take steps to plan your legacy:

🖋️ Draft a will: Ensure your wishes are honored after your passing.
🖋️ Assign beneficiaries: Keep information updated for all accounts.
🖋️ Set up a power of attorney: Designate someone to make decisions if needed.
🖋️ Explore trusts: Protect assets and streamline inheritance.
🖋️ Revisit regularly: Update plans as life events occur.

Thoughtful planning helps protect your loved ones.

10/16/2026

Consider gifting appreciated assets like stocks to charitable organizations, which may provide tax advantages depending on your individual circumstances.

🩺 Medicare Open Enrollment is here! From October 15 to December 7, review your current plan and make changes that fit yo...
10/15/2026

🩺 Medicare Open Enrollment is here! From October 15 to December 7, review your current plan and make changes that fit your health and financial needs for the upcoming year.

📋 Tips to Consider:

• Compare plans to ensure you’re getting the best coverage.
• Review prescription drug coverage and check for changes.
• Don’t wait—early decisions help avoid last-minute stress.

Your health deserves the right plan. Take action today!

Exploration ignites discovery—here’s to new horizons. ✨
10/12/2026

Exploration ignites discovery—here’s to new horizons. ✨

Address

3 Lafayette Street, Suite 101
Milford, CT
06460

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 7pm
Thursday 9am - 5pm

Telephone

+12037802000

Alerts

Be the first to know and let us send you an email when Milford Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share