Cromwell Financial & Insurance (C.F.I.) work with CPA's and their client's to formulate comprehensive tax planning solutions with a holistic approach. Cost remediation techniques often used to help small business owners could equate to a 28% savings in expenses & increased capacity for growth. When it comes to assisting families and individuals,, C.F.I. stays a cut above the competition by executing retirement plans that are tax-free & maximize Social Security benefits, along asset protection strategies, and addressing long-term coverage needs. C.F.I.'s mission is to always put the clients needs first and foremost. As Broker's C.F.I. only works with the most reputable Insurance Carriers in the industry.