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EmpowerOne

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Based on how you've responded to the Discover Your Financial Pathway Quiz you would be well suited for:

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Our Advanced Subscription Service!

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Ready to take the next step in managing your financial future?

Schedule a complimentary consultation and begin your journey towards pursuing your dreams!

Advanced Planning

 Includes:

  • 1-hour Quarterly Financial Check-ins

  • All benefits of Essential included plus:

    • Comprehensive retirement analysis

    • Estate planning analysis

    • Personal Insurance & Risk Management Analysis

    • Asset Allocation & Investment Analysis

    • Stock Option / RSU planning

    • Tax mitigation strategies

    • Charitable Giving Strategies

    • Wealth Transfer Strategies

    • Quarterly Economic Updates

    • Priority advisor access & support.

Monthly or Annual Subscription

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Essential Planning Plus

 

Comprehensive Financial Analysis

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Advanced Tax and Wealth Strategies

 

Stock Option & RSU Planning

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​​​Regular Updates and Check-ins.

 

​Priority Support & Advisor access

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Fee-Based

Financial Advice

Coordinated

Financial Planning​

Financial Education

On-Going Reviews & Access to Advisor

Dedicated Support Team

Pathways

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We provide three service levels to help you reach your financial goals. From holistic financial advice, to advanced planning strategies, full-service wealth management, and needs-based planning, we offer personalized solutions to match your unique financial journey.

EmpowerOne

For the person looking for personalized advice, strategies and ongoing support to stay on top of their financial goals.

EmpowerProtect

For the person looking for needs-based planning and insurance solutions to safeguard what matters most and provide peace of mind.

EmpowerGrow

For the person who is looking for guidance managing investment portfolios, asset allocation and risk tolerance with investment advisory services.

Check the background of your financial professional on FINRA's BrokerCheck.

 

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 

800-873-7637 www.htk.com, Casella & Associates is not affiliated with HTK.  The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

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Our representatives are insurance and securities licensed in the state of CT, as well as additional states. This is not an offer or solicitation in any state where reps are not licensed or registered.

© 2025 Casella & Associates

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