Robert McDonald, President of McDonald Financial, Inc., and Christopher T. Martin, President of Plan-Financial, Inc., announce that their two firms will merge on November 30.
The new firm, which will be called Lifetime Financial Planning, Inc., will be located at 54 State Street, New Haven, Connecticut 06511. The telephone number is (203) 787-2982. Mr. McDonald and Mr. Martin are well-versed in financial planning, each having more than ten years of experience in the field. Mr. McDonald is a lifetime resident of the New Haven area; Mr. Martin has lived in the area since attending Yale University.
Lifetime Financial Planning is prepared to help individuals develop a financial plan at any stage in their career. The firm will specialize in aiding small-business owners and providing services to executives in local corporations.
The two firms have worked extensively with numerous local organizations and individuals. Current clients include Seth Warner, Inc., Financial Management, Inc., and Managed Plans.
