Harvey Weinstein, CFP, MBA

Senior's Strategies for Retirement Security

Harvey Weinstein, CFP, MBASenior's Strategies for Retirement Security acts as a one-stop counseling resource center where clients work to combine their resources, and maximize government benefits to achieve their income and other objectives.

Our strategies are coordinated with other professionals to create a multi-discipline, one-stop solution for clients located throughout Connecticut.

Since 1984, our founder, Harvey Weinstein has been providing personalized financial advice to clients throughout Connecticut. He is an independent Certified Financial Planner and specializes in helping retirees and pre-retirees.

In addition, Harvey is an accountant & tax advisor who develops tax saving strategies.

We create and implement a personalized course of action for clients to achieve specific goals- such as qualifying for veteran or government benefits; paying for healthcare expenses, creating secure lifetime income, or preserving and growing assets.

We help clients with our expertise in these areas

1. Helping Clients to Qualify for Veterans Benefits and Government Benefits to Pay for Health Care Costs

For senior veterans: We help senior veterans get VA Aid and Attendance benefits, as much as $ 25,000 each year to pay for health care costs either at their home or in an Assisted Living community. Other veteran benefits are reviewed for eligibility.

For ALL seniors: We help seniors maximize their Medicare, Social Security, and Medicaid benefits.

2. Developing a Payment Plan to Pay for Healthcare Expenses

Seniors develop a financial care plan so they can pay for an extended illness without going broke.

Clients use our strategies to preserve and protect their assets from catastrophic health care costs. We provide strategies to help them age in place at home.

Veteran and Government benefits are maximized so clients can afford quality healthcare, care for a healthy spouse, and leave a legacy for your family.

3. Income for Life Strategies

Lifetime secure income strategies are developed to help our senior clients maintain an independent lifestyle and avoid running out of money.


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Service Area

Proudly serving all of Connecticut.

Contact Us

Harvey Weinstein, CFP, MBA
Senior's Strategies for Retirement Security

Phone:
(860) 778-8168

209 Boston Post Road
Milford, CT 06460

Email: hlweinstein@yahoo.com

About Us

Clients view us as a one-stop professional counseling resource center where we help our clients develop financial security for retirement years, and help them to maximize their resources by using a personalized plan of action.

Our unique, coordinated professional team approach helps to solve client's financial needs. This integrated approach of dealing with financial, legal and tax issues sets us apart from many other firms.

Harvey Weinstein, our founder has 30 years of comprehensive experience as a Certified Financial Planner (CFP). He also uses his training as an IRS-trained accountant to help clients select strategies to minimize taxes.

His education includes a BBA degree in Accountancy, and an MBA degree in Finance. He is also a member of several financial and tax professional organizations, Harvey adheres to the CFP Code of Ethics.

In addition, as a Connecticut fiduciary, Harvey is legally required to put client’s needs first—unlike other financial planners or stockbrokers.