Financial Planning

Financial Services Meet our Financial Services partners.

Our alliance with Integrated Financial Partners, Inc. (IFP) and their team of advisors; Stephen Joyner, CRPC®, Matthew Clason and Mark Cavasino CFP®, CRPC® provide an opportunity for you to receive guidance and support including:

  • Wealth Building
  • Retirement Workshops
  • Financial Planning
  • Estate Planning
  • Tax Reduction Strategies
  • Education Funding
  • Retirement Income
  • 401(k) Rollovers
  • Portfolio & Investment Analysis
  • Family Protection Strategies
  • Long Term Care Insurance
  • Traditional and Roth IRAs

For more information or to schedule an appointment contact Mark Cavasino at 860.734.0480, or click here to send an e-mail. Or you can also talk to your local branch manager.

Lincoln Financial Advisors and its registered representatives do not give legal or tax advice. Stephen Joyner, Matt Clason & Mark Cavasino are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates & other companies. Supervisory office: 115 Glastonbury Blvd., Glastonbury, CT 06033. Ph: 860-734-0400. Securities, investment advisory services & insurance products offered through Lincoln Financial Advisors are not insured by NCUA or any other federal agency, are not deposits of any credit union, not guaranteed by the credit union, involves investment risk and may lose value up to the full value of principal invested. Nutmeg State Federal Credit Union and Integrated Financial Partners, Inc. are not affiliates of Lincoln Financial Advisors Corp.