Close Reach Financial Planning

Close Reach Financial Planning is a financial planning practice based in Manchester, Connecticut, led by financial professional Aleks Peske. The practice works with people at different stages of their financial lives, including early investors, working professionals, peak-career wealth-builders, small business owners, women, retirees, and those approaching retirement. Its approach centers on understanding each client’s circumstances, goals, time horizon, and comfort with risk, then offering guidance and ongoing support as life and markets change.

Services include retirement planning, wealth management, portfolio construction and risk management, estate strategy, investment guidance, and financial education. Close Reach Financial Planning also provides resources covering insurance, taxes, money, and lifestyle topics, including financial calculators and retirement tools. The practice describes its process in three stages: gathering information to develop thorough advice, creating a strategy aligned with the client’s goals and risk tolerance, and maintaining accountability over time. The firm invites prospective clients to schedule a complimentary introductory consultation to discuss their needs and explore how the practice may support their financial goals.