Broker Check

62 LaSalle Rd, Suite 207, West Hartford, CT 06107

860-233-1171
stephen.bacon@ceterawealth.com
Client Login

Live Today, Plan For Tomorrow

Integrated wealth management, tax, and accounting services designed to simplify
complexity and give you clarity at every stage of life.

Schedule A Meeting
Independent Advice, Aligned With Your Goals

Independent Advice, Aligned With Your Goals


Learn more
About Us

About Us

At Bacon Financial Group, we’ve built our reputation on relationships that last, and our independent structure allows us to put your best interests first.

Learn more
Our Team

Our Team

With deep expertise in wealth management, tax, and accounting, we support, educate, and offer insight so every part of your financial life works together as you pursue the future you envision.
Learn more
Simplifying Complexity, Delivering Clarity

Simplifying Complexity, Delivering Clarity

We know financial planning can feel overwhelming. That’s why our team breaks down complex decisions into clear, actionable steps. We design plans that help you move forward with confidence, knowing every detail is aligned with your goals and the retirement you want.

Take The First Step
Toward Financial Confidence

Your future doesn’t have to be uncertain. Meet with our team
and take the first step toward clarity and a confident lifestyle.

Schedule A Meeting

Integrated Services For A Stronger Future

Our integrated approach connects every aspect of your financial life to help ensure your plan is both efficient and effective—so you can focus on what matters most.

Tax
Planning

Insurance Planning

Retirement Planning

Investment Planning

Discover Our Solutions

Personalized Guidance For Every Circumstance

Individuals & Families

Individuals & Families

Build a strong financial foundation to support your family’s goals and future.

Explore All Groups
Pre-Retirees & Retirees

Pre-Retirees & Retirees

Transition into retirement with confidence, turning savings into a reliable income stream.

Explore All Groups
Professionals & Executives

Professionals & Executives

Manage the complexities of compensation, taxes, and investments to maximize your success.

Explore All Groups
Business
Owners

Business
Owners

Protect your business and your legacy with strategies that safeguard what you’ve built.

Explore All Groups

Empower Your Financial Decisions

Explore our library of wealth management, tax, and accounting insights and educational resources designed to keep you informed and confident in your financial journey.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Learn More
Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Learn More
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.
Learn More

FAQs: Working With Bacon Financial Group

Here are answers to some of the most common questions clients ask when getting started with us. 

  • We offer integrated financial solutions, including retirement planning, investment management, tax strategies, insurance planning, and accounting support—all designed to work together seamlessly.

  • Our process begins with understanding your goals and values. From there, we build a personalized strategy that connects every aspect of your financial life, so you can move forward with clarity.

  • Yes. We often work hand-in-hand with our clients’ existing professionals to ensure strategies are aligned and nothing is overlooked.

  • We serve clients at many different stages of investing, from those just beginning to build wealth to those managing significant assets. If you’re committed to planning, we’re committed to helping.

  • Through AdviceWorks, our secure online platform, you can view your accounts, track progress toward your goals, and collaborate with us anytime, anywhere.

Have a question? We're ready to help.

Thank you!
Oops!