Albert D'AgostoCLU, ChFC
Phone: 860-290-8788 x228 Albert (Al) co-founded Retirement & Money Strategies (RMS) with Charles Yannich to work with clients on the difficult and complex issues surrounding money. RMS offers a detailed written plan* for our clients forecasting their income and expenses in retirement, so they will have a clear understanding of the financial challenges in retirement. He received his Chartered Life Underwriter (1996) and Chartered Financial Consultant (2002) designation from the American College, Bryn Mawr, PA. Al was graduated Magna Cum Laude from Hunter College, NY (1973) with a B.A. in Music. During the past 24 years, Al has worked with clients on such matters as Cash Flow analysis, Asset Allocation*, Tax Planning**, Wealth Distribution and Risk Management Strategies involving life insurance and long term care***. He lectures extensively on Social Security benefit planning and has incorporated this specialty into his practice. Al received numerous awards over the past years including President’s Club****2004-06, and 2008-2009. He is a member of the Simsbury Chamber of Commerce and has served on the Boards of the Urban League of Greater Hartford, Special Friends Charities, and previously coached the Bolton Ice Cats, a CT Special Olympics speed skating team. Al, with his wife of 36 years, Louise, live in Simsbury CT. Their daughter Elisabeth is pursuing a career in animal science. Al enjoys a round of golf, sailing the CT Coastline and playing classical and contemporary flute music. *Albert is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. offering securities in Connecticut, Massachusetts, New York, New Jersey, Florida, Maryland, and Arizona. He is insurance licensed in these states as well. **Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. ***Long-Term Care insurance is available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care is not underwritten nor issued by National Life Insurance Company. ****Membership is based on sales criteria. 
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Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, 333 East River Drive, Suite 300, East Hartford, Connecticut 06108 (860) 290-8788 Maffe Financial Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted. Offices listed in the Afiiliated Offices section are independent of Equity Services, Inc.