Gregory Wachter

Gregory Wachter Employee Benefits, Voluntary Benefits, Business Insurance, Supplemental Benefits, I received a degree in Marketing from Quinnipiac University.

For over five years, I have helped clients plan for retirement and other goals utilizing forward thinking strategies that target their specific objectives. A key area of focus during my career as a financial services representative was providing risk management solutions including life and disability income insurance. Today, I leverage that experience to support the consulting and sales efforts of

over 300 financial services representatives serving the protection and risk management needs of clients in all fifty states. My approach is to make insurance an integral component of each client’s comprehensive wealth management strategy. I provide options that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity. I have a broad and deep understanding of the various insurance products available and work to find the best solution for each situation. Areas of focus include:
• Income replacement
• Protecting wealth from income and estate taxation
• Key employee coverage
• Business continuity
• Legacy and philanthropic planning

I spend considerable time educating both advisors and clients on the sometimes complex offerings in the marketplace. I am a licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000. Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC.

Debt is a drag on your finances. Identify your worst debt (hint: it’s probably your credit cards) and limit its use whil...
04/26/2022

Debt is a drag on your finances. Identify your worst debt (hint: it’s probably your credit cards) and limit its use while you pay it down.

It may be time to have the ‘money talk’ with your parents. Break the ice by opening up about your own financial experien...
04/21/2022

It may be time to have the ‘money talk’ with your parents. Break the ice by opening up about your own financial experiences. They may welcome the conversation.

Procrastination makes everything harder. For example, waiting to start a savings plan can mean thousands of dollars less...
04/16/2022

Procrastination makes everything harder. For example, waiting to start a savings plan can mean thousands of dollars less when you’re ready to retire. Don’t wait to call me!

The past few years taught many of us that we can spend less and still have what we need. I can help you reevaluate your ...
04/10/2022

The past few years taught many of us that we can spend less and still have what we need. I can help you reevaluate your monthly expenses.

I tell all my clients: an emergency fund is critical! It’s a core component of any financial plan and can keep you in th...
04/04/2022

I tell all my clients: an emergency fund is critical! It’s a core component of any financial plan and can keep you in the game, especially when adversity strikes. Let’s talk about your preparedness.

Preparing for the future can seem daunting. Here are three steps that can get you started on a path to financial securit...
02/01/2022

Preparing for the future can seem daunting. Here are three steps that can get you started on a path to financial security.

Here are three ways to move forward on your path to a secure financial future.

What does investing have in common with one of Aesop’s Fables? Hint: think turtles, not hares.
01/25/2022

What does investing have in common with one of Aesop’s Fables? Hint: think turtles, not hares.

A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.

Retirement today looks different than it did for our parents. Odds are, your retirement plan will look different, too.
01/18/2022

Retirement today looks different than it did for our parents. Odds are, your retirement plan will look different, too.

Retirement income strategies to help maximize your income in today’s retirement realities.

With the shift to a more hybrid working lifestyle, employee benefits are beginning to adapt to the new norm. When lookin...
01/11/2022

With the shift to a more hybrid working lifestyle, employee benefits are beginning to adapt to the new norm. When looking for a new job, more employees are looking for offers like employer-subsidized internet and better dependent care benefits, as opposed to pre-COVID benefits providing discounted gym memberships.

Learn which employee benefits can help you do your best work in a hybrid office.

Trying to get your finances back on track in the new year? Here are three financial steps you can today, this week, and ...
01/04/2022

Trying to get your finances back on track in the new year? Here are three financial steps you can today, this week, and this month.

There are steps you can take today, this week, and this month to help get grounded again.

Need another reason to lace up those sneakers? A recent study provides new guidance on how often and how far you should ...
01/04/2022

Need another reason to lace up those sneakers? A recent study provides new guidance on how often and how far you should run to improve your health. (It’s better than you think!)

A longer life span is one potential health benefit of running, but consistent exercise may also contribute to emotional wellness and quality of life.

With a little planning, your life insurance policy could help leave a charitable legacy for causes you care about.
12/28/2021

With a little planning, your life insurance policy could help leave a charitable legacy for causes you care about.

Life insurance for charitable giving can be used to donate in several ways, from donating an existing policy to transferring dividends.

Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

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

Telephone

+2035136251

Website

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