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Grow, Protect,

& Transfer Your Wealth

We partner with you to create strategies that align with your unique financial goals and aspirations.

(203) 409-1270

maloi@sfr1.com

Let's Get Started

1. Fact Finder


2. Plan Design


3. Plan Presentation

Comprehensive Guidance for Life’s Milestones

Navigating life's significant milestones can present unique challenges, and we are here to provide support every step of the way. Our relationship-oriented approach combines sophisticated advice with a commitment to understanding your individual needs, ensuring that every decision aligns with your overarching goals. By offering holistic guidance that spans various financial disciplines, we deliver a coordinated strategy designed to address the five great goals in life.

Money Management

Money Management


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Tax Planning

Tax Planning


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Retirement Planning

Retirement Planning


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Legacy Planning

Legacy Planning


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Who We Serve
Tailored Support for
Distinctive Clients

We specialize in serving clients who seek personalized guidance and a comprehensive approach to their financial journey.

  • Discerning individuals who value quality advice and strategic insights for a secure financial future.

  • Multi-generational support, nurturing financial literacy, and planning for the future with personalized advice.

Featured In

Kiplinger Articles

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Market Turmoil: What History Tells Us About Current Volatility

Market Turmoil: What History Tells Us About Current Volatility

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Why Company Stock May Be Riskier Than Employees Realize

Why Company Stock May Be Riskier Than Employees Realize

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What Are the Investment Opportunities and Threats in 2025?

What Are the Investment Opportunities and Threats in 2025?

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Five Ways to Minimize a Higher Capital Gains Tax Rate

Five Ways to Minimize a Higher Capital Gains Tax Rate

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Got a Hot Rate on a Money Market Account? Think Again

Got a Hot Rate on a Money Market Account? Think Again

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One Retiree's Story of How She Built Her Retirement Nest Egg

One Retiree's Story of How She Built Her Retirement Nest Egg

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How We Help
Guiding Your Path to
Achieving Life’s Goals

Our approach focuses on aligning your financial resources with your personal aspirations, helping you navigate the path to success. We provide comprehensive support, recognizing that each client has unique needs and dreams.

The 5 Great Goals: Addressing universal aspirations like retirement, family care, and community contribution while managing the reality of limited resources.

Holistic Financial Planning: Integrating diverse financial aspects to create a cohesive strategy that supports your life’s journey and evolving priorities.

Advisor Team: A dedicated group offering personalized guidance, combining expertise with a deep understanding of your unique financial landscape.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Retired Insurance, Reinsurance Claims Professional
Joanna R.*

"I have worked with Michael for over 15 years. I met him while in my early 50's and he has been a great ally in maximizing the return on my savings and in planning a stream of income for my retirement years. I happily recommend him to friends and family."

Controller Biotech Company
Gigi L.*

“Michael has been my Financial Planner for over 15 years and he is more in tune with my financial life than I am. He makes sure we speak on a regular basis so that we can make any adjustments to our portfolio that we need to make."

Analyst
Bryan K.*

"I have had the good fortune of working with Mike for 15+ years. He is very thoughtful, understands my risk profile and has always ensured investments met my needs first. He is always available and able to speak to many different investment ideas that have helped me remain diversified and well planned for my future."

Our Process
A Strategic Approach to Your Financial Future

Our team is committed to providing personalized and insightful financial guidance tailored to your unique journey. We prioritize building lasting relationships, combining expertise with a deep understanding of your goals to support you every step of the way.

I - Fact Finder

Gather and review data, clarify goals, and establish priorities for a tailored financial strategy.

II - Plan Design

Our team crafts a comprehensive financial plan, aligning with your unique objectives and aspirations.

III - Plan Presentation

Present initial and revised drafts, ensuring clarity and alignment with your financial goals and priorities.

Resources
Knowledge Leads To Financial Freedom.

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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Let's Get Started
Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Contact Michael Aloi

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