WELCOME TO
Mansfield Financial Strategies
Preparing for retirement is like climbing a mountain—one step at a time. Each financial decision is a move toward your goal. Though the journey may present challenges, a solid plan helps you navigate them with confidence.
When you reach the summit—retirement—we want you to take in the view and enjoy the life you’ve worked hard to build. At the top, life should be free from financial worries, allowing you to embrace new opportunities and live fully.
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Learn More About
Our Financial Services
Retirement Income Strategies
Retirement Income Strategies
Plan now for a secure retirement with personalized strategies – smart investments, diligent savings, optimized Social Security. Start building your nest egg and embrace the golden years with confidence and peace of mind.
Asset Protection
Asset Protection
Life is unpredictable, but you can protect your hard-earned wealth from unforeseen events. Diversify your assets and consider various insurance options to shield yourself from potential risks with a well-designed asset protection strategy.
Long-Term Care
Long-Term Care
As we age, the likelihood of needing extended medical assistance increases. Long-term care insurance can provide peace of mind, covering the expenses associated with nursing homes, in-home-care, and medical services.
Tax Efficient Strategies
Tax Efficient Strategies
With the proper tax-efficient strategies, you can maximize your savings and keep more of your hard-earned money. Explore tax-saving investment options, take advantage of retirement accounts, and leverage available deductions and credits.
Life Insurance
Life Insurance
Life insurance is more than just a policy, it’s a commitment to your loved ones. By obtaining the right coverage, you ensure that your family is financially protected in the event of your passing. This safety net can help pay off debts, maintain their lifestyle, and pursue their dreams, even in difficult times.
Legacy Planning
Legacy Planning
Your legacy isn’t just about material possessions; it’s about the impact you leave on the world. Through thoughtful estate planning, you can ensure your assets are distributed accordingly to your wishes, minimize potential estate taxes, and support charitable causes close to your heart.
Register For
Our Educational Events
UPCOMING EVENTS
Our educational events are designed to empower you towards taking the first step of your financial journey. Register below to join us in finding the path to your optimal retirement.
Events in February 2025
Download Our Guide

Optimizing Social Security Guide
Tips to Optimize Your Social Security In Today’s World!
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
Browse Our Blog
Slower Rate Cuts, The Market, and Your Finances
Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move... and with it, [...]
LTC: Why You May Need It
Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, [...]
How LLIMMT Can Impact Retirement Savings
Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, [...]
Listen To Our Podcast
We believe in guiding our clients to a happier lifestyle on the journey to and through retirement. We are excited to share a few podcasts with you, in hopes that it will give you a better understanding of how we can help you get to the “summit of retirement“.
Giving Back
We are committed to supporting charitable organizations that make a positive impact. Giving back to our community is a priority, and we find fulfillment in volunteering at our local county animal shelter, providing comfort and care to animals awaiting adoption.






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Contact Us
We provide personalized guidance to help you navigate key concerns by taking the time to understand your unique situation, so we can offer tailored solutions and unbiased advice that align with your retirement vision. Contact us today to start planning for a confident future.
Office Locations:
New York Office1048 State Route 9
Queensbury, NY 12804
Phone – (518) 636-6570
The Barn at Center Hill Road
106 Center Hill Rd
Manchester Center, VT 05255
Phone – (802) 662-2228
Toll Free: (844) 472-1034
Our Email: