Milford Financial

Milford Financial At Milford Financial, we prioritize relationships and provide transparent guidance as fiduciaries, empowering you to make confident financial decisions.

Investment advisory and financial planning services offered through Alphastar Capital Management, LLC. At Milford Financial, relationships are at the heart of what we do. As fiduciaries, we are committed to acting in your best interest, always offering thoughtful advice and transparent solutions. Our goal is to empower you with the knowledge and support you need to make confident decisions about y

our financial future. With years of experience and a passion for service, we are here to help you navigate life’s financial opportunities and challenges. Together, we’ll create a roadmap for your future that reflects your values, protects your interests, and helps you work toward your financial aspirations. By providing your contact information while registering for one of our workshops, you authorize Milford Financial to contact you by phone or email. Milford Financial does not share your information.

What is your biggest tax-planning priority right now? Whether it is reviewing RMDs, adjusting estimated payments, or map...
07/22/2026

What is your biggest tax-planning priority right now? Whether it is reviewing RMDs, adjusting estimated payments, or mapping out charitable giving, midyear can be a useful time to take stock before year-end.

📥 Download our Midyear Tax Planning Guide to build your checklist. https://lp.milfordfinancial.com/midyear-tax-planning/?UTM=social

How will you draw income in retirement? Without a plan, it can feel overwhelming to coordinate Social Security, pensions...
07/20/2026

How will you draw income in retirement? Without a plan, it can feel overwhelming to coordinate Social Security, pensions, investments, and savings. ✍️

That’s where a written retirement income plan can provide clarity. This post highlights the essential elements to include, from income sources to withdrawal timing and contingency planning. Swipe through to see how documenting your approach can help bring structure to your retirement strategy. 📖 Read more at https://milfordfinancial.com/building-a-reliable-understandable-written-retirement-income-plan

07/17/2026

Planning home improvements? Consider various financing options, such as HELOCs or personal loans, while keeping your budget in mind.

Dreaming of a fulfilling retirement? Our discovery calls are a great opportunity to discuss your vision and explore how ...
07/13/2026

Dreaming of a fulfilling retirement? Our discovery calls are a great opportunity to discuss your vision and explore how Milford Financial’s holistic approach can help you bring it to life. Visit https://monkeylink.co/3bfbb4 to schedule a call with us.

Planning for a steady income during retirement starts here. With Milford Financials Annuities Planning, we assist you in...
07/12/2026

Planning for a steady income during retirement starts here. With Milford Financials Annuities Planning, we assist you in understanding the various options available to align with your financial goals. Visit https://milfordfinancial.com/services/annuities-planning to learn more about income planning strategies for a more secure future.

Address

3 Lafayette Street, Suite 101
Milford, CT
06460

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 7pm
Thursday 9am - 5pm

Telephone

+12037802000

Alerts

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