facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Complex Wealth Management

 Made Simple 


Get Started Today

Wealth Is The Ability To
Fully Experience Life.

- Henry David Thoreau


According to a recent Gallup poll, nearly 50% of Americans feel they are not financially prepared for retirement1. FinLit Wealth is on a mission to change that.

That’s Why We’re Called FINancially LITerate Wealth

Our firm simplifies your complex wealth management and retirement planning needs and delivers straightforward, actionable solutions. We help lift the burden of managing your wealth off your shoulders because we know you’re busy running a business, grading papers or simply enjoying the fruits of your labor.

Who We Serve




1 https://news.gallup.com/poll/233861/update-americans-concerns-retirement-persist.aspx

Virtual Financial Planning that
Goes Beyond the Numbers

Our Passion is Serving Our Clients

With the Highest Level of Service


At FinLit Wealth, we consider it our fiduciary duty to always act in the best interest of the client. Our firm was founded upon the principles of improving the lives of our clients through providing fee-based financial planning and the cutting edge tools &  technology needed to accomplish your goals.

Beyond building a financial plan that is in your best interest, we strive to build lifelong relationships with our clients. We believe that in order to best serve you, we need to connect with you and your family on a deeper level. 

Our Core Values


Simplicity

Integrity

Experience

Partnership


Learn More About Our Designations


Ready to Build
Your Financial Future?

Tyler Boling, AIF®, AAMS®, CRPC® Photo

Tyler Boling, AIF®, AAMS®, CRPC®

Founder

P: (860) 761-3311
E: tyler@finlitwealth.com


The great glorious masterpiece of man is to know how to live with a purpose.

- Michel de Montaigne

Tyler founded FinLit Wealth after spending 10 years working in the banking, insurance and wealth management industries. He holds FINRA Series 6, 63, 65, and 7 Registrations, Life & Health Insurance License, and the  "Accredited Investment Fiduciary", "Accredited Asset Management Specialist" and "Chartered Retirement Planning Counselor" professional designations. 


Tyler lives in Bristol, Connecticut with his wife Darian, his son, Micah and rescue boxer, Remi. When not serving clients, Tyler enjoys tinkering around his 100 year old home, playing golf and cheering on Boston sports teams. One of the greatest joys of creating financial freedom is giving back to community through stewarding both time and resources. That’s why Tyler and Darian are deeply involved in their local church, have spent time in the mission field and work with several charitable organizations including:




The charities and organizations mentioned on this website are not affiliated with the Voya family of companies. Any donations to or activities in support of these charities mentioned on this website were made independently and as a personal choice by the advisor and do not reflect an endorsement or support of these charities by Voya Financial, Inc. or its affiliates.

Who We Serve

Fee-Based Wealth Management


You've worked hard and want to ensure your assets are properly positioned, maximized, and protected. Need an asset distribution strategy or retirement income plan? We can help. Need a tax sensitive investment strategy? We can help. Need to ensure your assets are properly positioned for your heirs to inherit? We can help.



Simplifying Your Complex Financial Needs


 Risk Management

Wealth Management

Legacy Planning

Ready to Simplify Your Wealth Management?

Executive Compensation Plan Strategy


Non-Qual Deferred Comp, ISO's, RSU's, ESPP's.... Executive Comp plans are complicated. FinLit Wealth can help you understand your plan options and build a custom tailored strategy. These strategies ensure you take advantage of and fully maximize tax deferrals, properly time the exercising of your stock options, and pull your Executive Compensation Plan into your overall financial plan.


Ready To Maximize Your Executive Compensation Plan?

Strategy is the Key to Maximizing your Executive Compensation Plan


We’re happy to help you navigate the complexities of your Executive Compensation Plan. Through a detailed analysis, we can help you understand and fully leverage:


Non Qualified Deferred Compensation Plans

Restricted Stock Plans


Incentive Stock Options 

Net Unrealized Appreciation 

Ready to Review Your Executive Compensation Plan?

For Years, You’ve Focused On Caring For Others

But When It Comes to Retirement, Who's Looking Out For You?


Are you prepared for when your final school bell rings? Together we'll make sure that when you're ready for retirement, your finances will be to.

Our founder, Tyler, has spent years helping educators make sense of their retirement options.


For Connecticut's Educators, We Can Help With:


403(b) & 457 Plans

Social Security Claiming Strategies

Pension Projections

Navigating the Connecticut Teachers Retirement System

Ready to Plan for Your Retirement?

We're here to help

Our Process



01: Schedule a Financial Review Meeting

02: Complete Our Client Profile

03: Partner with FinLit Wealth

04: Execute, Monitor & Update Your Plan


Sound Like a Plan?

Advisor Insights

Loading Posts...

Read More

Client Center

Client Center


Clients of FinLit Wealth have access to some of the top industry-leading tools and technology. Through these portals, you can quickly log-on, view and manage your finances with ease.





Ready to Connect?

Discover Why Partnering with FinLit Wealth Could Be The Key To Your Financial Success

Next Steps


We offer virtual meetings that accommodate your busy schedule. Whether you’re ready to schedule a meeting, or would like to learn more about our planning process, feel free to give us a call or complete the form below.


FinLit Wealth

175 Capital Blvd
Suite 402
Rocky Hill, CT 06067

Phone: (860) 761-3311
Email: Tyler@finlitwealth.com