James R. Dean, CFP® | NFLPA Registered Player Financial Advisor Since 1997, Jim has been working with individuals and families, providing a full range of financial planning services. His mission, as a Certified Financial PlannerTM practitioner, is to help high net worth individuals and families accumulate, protect, distribute, and transfer wealth in the most effective and tax efficient manner possible. During these tumultuous economic times, it is important to obtain advice that will help to steer clear from investment and tax landmines. This will help maximize potential growth and protection of client income and investment portfolios; Jim can help do this. Practice Areas Estate and Retirement Planning Executive Compensation Planning Retirement income distribution planning 401k rollover assistance Investment account consolidation and simplification Asset Allocation Concentrated stock reallocation Investment management Life insurance audit and maximization Long Term Care Planning College Expense Planning In addition, Jim works with professional athletes and their families providing professional athlete wealth management. Jim helps them accomplish the goals and desires that they have by providing effective strategies to reach those goals.  Practice Areas Promote financial responsibility Counsel on credit cards, loans and mortgages Monthly budgets Counsel on everyday financial decisions Financial education Estate & Retirement Planning Investment management Retirement plan management Pension income counsel Life insurance audit Professional Associations Financial Planning Association (FPA) – past president and current board member of local chapter CFA Institute – locally, Stamford CFA Society National Association of Tax Professionals (NATP) Education College for Financial Planning – Certified Financial Planner (CFP) educational program and currently Master’s program, Denver, CO The King’s College – BS Business and Economics, New York, NY Recent Publications “The Coming Flood of Taxes”, New Haven Register, October 24, 2008

500 Winding Brook Drive  PO Box 1032
Glastonbury CT 06033
 860-652-4360   860-652-3163
E-mail: dwood@gfgroup.com