Thomas J Perrone

Business Description

Since 1971, I have been successfully providing sound financial advice and superior insurance service to clients. I am the president/founder of the firm, New England Consulting Group of Guilford, Inc., where I assist clients in estate, financial and business succession planning, as well as Medicaid planning for retirees. I also provide investments, life insurance, and employee health benefits and pension plans.

In discussing my work philosophy in dealing with my clients, I speak with sincerity: “I help other people accumulate wealth. I establish long-term relationships with every client, and I strive to be the best at what I do. My passion is to communicate the financial traps and blind spots, that have a major impact (traps many of which you may not be aware of but have a major impact on you, your family and your business). I help you discover solutions and techniques that will make a significant difference in your desire for financial security.” It is through persistent effort and a reputation for outstanding service that I have built a solid base of satisfied clients who wouldn’t hesitate to recommend my firm.

I have twice received the “National Agent of the Year Award” by Midland National Life, plus Agency Agent of the Year for Equitable Life. Tom is also a life and qualifying member of the prestigious Million Dollar Round Table, recognized internationally as the standard of excellence in life insurance sales and service. I was also, the President of the New Haven Life Underwriters.

I am also a consistent winner of the "National Quality Award", an award for outstanding service and client retention. I have also been an expert witness on estate and insurance matters. and have attained my CLU from the American College. I also teach continuing education courses for planning professionals and bankers licensed in Connecticut.

General Information

My areas of concentration are in estate, business succession, retirement and benefits planning, Medicaid Planning and executive compensation. My clientele consists of high -income, high net-worth individuals, closely held business owners and retirees.

In today’s world of a 39% plus income tax, a 55% estate tax, a 55% generation skipping tax, and other taxes on property and corporate income, you need sophisticated planning to mitigate the impact of taxes on incomes and estates. No longer can you be passive in this area. This is our specialty.

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