June 25, 2017

Hal D. Guy, Wealth Planning Advisor

Hal D. Guy is a Wealth Planning Advisor at Sagemark Consulting. Hal employs a fully integrated framework to wealth planning for successful executives, affluent individuals and business owners. Hal’s process-driven holistic approach provides a global view of each client’s financial condition and planning issues. This comprehensive approach leads to more effective decisions in that each component of the client’s unique financial situation – estate, investments, retirement and business, if applicable – is analyzed and incorporated into a dynamic customized written financial plan.

Hal is a noted speaker and educator on wealth planning issues. He is an adjunct professor at Manchester Community College for the CERTIFIED FINANCIAL PLANNER™ curriculum and was previously Chairman of the Education Committee for the Society of Financial Services Professionals – Hartford Chapter. Additionally, Hal was recognized by Kiplinger’s Personal Finance as a “Who’s Who of Connecticut” for CERTIFIED FINANCIAL PLANNER™ professionals.

Hal is a member of the Estate and Business Planning Council of Hartford and the Greater Hartford Probate Forum. In addition, he is a member of the Society of Financial Planners and the Financial Planning Association. He was also voted one of Connecticut’s Top 100 Wealth Managers by CT Magazine two years running.

Hal received a Bachelor of Science in Business Administration from the University of Connecticut.

Hal resides in Middletown with his four children –Adam, Alison, Lexi and Abigail.

Contact Hal:

StoneCastle Consulting, Hal D. Guy, CFP®, ChFC®, CLU®, CRPC
Phone:     860.298.1904
Fax:          860.298.1812
Toll free:  888.299.2755
Email:      hal.guy@lfg.com
Website:  www.stonecastleconsulting.com

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