Jacqueline A. Baldwin*, 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 business owners as well as individuals bringing to light important timely topics such as business succession planning and preparing for a solid financial future through retirement.  Jackie began her career in the financial services industry in 1986 and was awarded a professional designation in the field of long-term care, Certified in Long-Term Care (CLTC).  The program is independent of the insurance industry and focuses on providing financial service professionals the tools needed to meet their client's long-term care needs.

Jackie resides in South Glastonbury, CT.  She may be found serving her community through outreach programs, kayaking the Connecticut River with her faithful companions, Baxter and Lulu and spending precious time with her two adult sons, Sam and Ben.