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"We view financial planning as a process that goes way beyond just investments," said People's United Advisors' Zuzana K. Brochu.
Vern Hayden, who specializes in working with people near or in retirement, was with Hayden Wealth Management for 30 years.
Ganim sought to keep “Designed Destinations: Entrepreneurs Guide to a Successful Business Sale or Transfer" at a user-friendly 160 pages.
Shelton-based Barnum will offer the human element, while Dream Forward will supply the tech element.
According to one survey, 36 percent of Americans say that they don’t contribute anything at all to retirement savings. According to another recent survey, 24 percent of American workers say that they have postponed their planned retirement age at some point during the past year.