Broker Check

About Gary and the Firm

Gary Szewczyk

(860) 343-1777

Gary A Szewczyk, of The Life Planning Retirement Group, has a wealth of experience regarding life and financial services planning. Born of Polish Heritage, he started his working career at age 11, on a farm, learning the core values of life. He worked his way through high school and college and knows first hand what it is to work hard, overcome challenges, and persevere. Working in the funeral industry and building two very successful businesses from scratch, has provided Gary a wealth of life experience. Those experiences gave him the desire to form yet another company, The Life PlanningRetirement Group.

His expertise surrounds the Three Pillars of Retirement Planning:

  • Protect
  • Preserve
  • Distribute a persons assets, using sound and safe money strategies.

Gary currently resides in Middletown, CT with his daughter Carly, son Bryan and their 4 dogs and cat. Gary loves the outdoors, spending his time working on his gentleman farm and vacationing at his home in Block Island.

Bob Wade

Bob Wade established his business in 1980 as National Financial Services Group, LLC. The organization grew to 29 representatives working with small business owners, executives, and medical professionals helping them to design enhanced benefit strategies that provided “uncommon advice for traditional solutions”.  In 2010 he transitioned out of the day to day operations of the firm, and elected to work as a corporate officer for a highly respected financial services company. In 2017 he formed the Wade Financial Group, LLC to resume his practice of working with individual clients utilizing a few expert support advisors to support the client’s stated needs.  Bob has won numerous industry recognition awards and is a Life and Qualifying Member of the Million Dollar Round Table with Court of the Table and Top of the Table honors. His is also a Life Underwriter Training Council Fellow and a Registered Health Underwriter.