Our Purpose

Retirement Visions was created based on the knowledge that we can affect people’s lives in a big way. While most financial planning firms work with clients based on their money goals, we work with ours based on life goals, which is why we’re more in the business of life planning than anything else. Our clients are like family to us and our goal is to consciously devise strategies that enable them to pay us less than what they would be paying at a big firm - with much more personalized attention and proactive communication. Our sole purpose is to help people and to enable them to feel confident that their life can be full of possibility as opposed to worry. Big firms work to find wealthy people. We work to make wealthy people.

Caitlin Couch

Trading & Account Services
Caitlin joins the Retirement Visions team from a wealth management firm in Glastonbury where she was in charge of accounts in the trading and...

Danielle Fellage

Administrative Assitant
Danielle joins the Retirement Visions team with diverse experience gathered through multiple industries and capacities. She received her Bachelor`s...

Jay L. Gershman MBA, AIF®

President, Founder
Featured in Kiplinger’s Personal Finance, Financial Times, Hartford Business Journal and more, Retirement Visions Owner and Founder Jay Gershman has...

How can we help?

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