Jacqueline A. Baldwin*, FSCP®, CLTC®

Jackie Baldwin believes in providing a comprehensive strategy to create and preserve quality of life as the centerpiece in her approach to financial planning. 

In collaborating with families, adult children of aging parents, corporations, and individuals, Jackie takes a holistic approach that is more than just obtaining insurance and investment products. She believes in listening to her clients, providing high quality education and information, and then designing financial plans that incorporate their goals and dreams.

Jackie speaks regularly to groups including those contemplating retirement or are already in retirement. Jackie began her career in the financial services industry in 1986 and holds the professional designation, Financial Services Certified Professional® (FSCP®) and in the field of long-term care, Certified in Long-Term Care® (CLTC®). A professional with a CLTC® designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road.

Jackie proudly serves on the board of the NAIFA  – Connecticut Chapter as well as numerous committees for the NAIFA National. She resides in South Glastonbury, CT. Jackie may be found serving her community through outreach programs. She enjoys kayaking the Connecticut River with her faithful canine companions, Baxter and Lulu and spending precious time with her two adult sons, Sam and Ben.