Master the
Strategy of
Your Wealth.
Mastri Financial helps individuals and families protect what they’ve earned, grow their assets responsibly, and build reliable income for the future.
At Mastri Financial, we apply tactical discipline to help you protect, grow, and structure your finances for long-term financial freedom.
Financial Strategy Built on Discipline and Reliability
Mastri Financial
Licensed in Life Insurance Solutions
Licensed in Annuity Investment Strategies
Financial Services
Mastri Financial specializes in life insurance and annuity strategies designed to protect families, generate income, and build long-term financial security.
Life Insurance
Life Insurance Planning
Life insurance is one of the most important financial tools for protecting the people who depend on you and the assets you’ve worked hard to build. At Mastri Financial, life insurance is not just a policy — it’s a financial protection strategy designed around your family, your home, and your business.
We help clients choose the right type of coverage based on their financial situation, responsibilities, and long-term goals.
Mortgage Protection With Living Benefits
Ensures your home remains a sanctuary for your family, even during a health crisis. Unlike traditional life insurance that only pays out at the end, our plans feature Living Benefits - Accelerated Death Benefits. This allows you to access a portion of your policy’s value while you are still alive if you are diagnosed with a qualifying terminal, chronic, or critical illness.
For many families, their home is their largest asset — protecting it is one of the most important financial decisions you can make.
Final Expense Coverage
Eliminate the financial burden of end-of-life costs. These simplified policies provide immediate liquidity for funeral expenses and medical bills, ensuring your loved ones have peace of mind when they need it most.
Key Person / Business Protection
Businesses fail when they lose a critical player. We provide the capital needed to hire a replacement, settle debts, and maintain operations, protecting the legacy you’ve worked years to build.
Advanced & High-Net-Worth Strategies
For high-income and high-net-worth individuals, life insurance can also be used for advanced financial planning strategies such as premium financing and wealth transfer planning.
These strategies can help protect assets, transfer wealth efficiently, and provide tax-advantaged financial solutions as part of a broader financial plan.
Annuity & Retirement Income Strategies
Volatility is the enemy of a successful retirement, but you shouldn't have to sit on the sidelines to stay safe. After 13 years of solving technical problems for homeowners, I know that reliability is everything—and your retirement income should be no different.
We specialize in Fixed Indexed Annuity (FIA) strategies that act as a "Personal Pension". These vehicles are architected to shield your principal from market downturns—ensuring your account never loses value due to a market crash—while still being able to capture the stock market's upside potential. By bridging the gap between Social Security and your lifestyle needs, we create a predictable, guaranteed income stream designed to last as long as you do.
Strategic Retirement Rollovers
Whether your retirement savings are in a current 401(k), an IRA, or a plan from a previous employer, Mastri Financial helps you take command of your capital. Many "active" plans leave your hard-earned savings exposed to 100% of market volatility—risking the foundation of your future.
Our goal is to move your hard-earned savings from a position of market risk into a protected vehicle designed to generate guaranteed lifetime income. We help you transition these funds so they are shielded from downside volatility while still capturing growth, ensuring that the wealth you’ve built stays exactly where it belongs: with you.
- All rollovers are executed as direct, tax-free transfers to preserve your full account value.
Get a Quote
Use our quote tool to explore life insurance tailored to your personal & financial situation. In just a few minutes, you can see what protection strategies may be available to you.
Mastri Financial
Built on Discipline, Accountability, and Long-Term Thinking
For 13 years, I’ve operated Mastri Appliance here in Connecticut. In the repair business, there is no room for "maybe"—either a system works, or it doesn’t.
I founded Mastri Financial on that same blue-collar discipline, technical precision, and a "no-BS" approach to problem-solving. I've seen firsthand how a single "broken part" in a financial plan—like a market crash or an unexpected illness—can stall a family's progress. My mission is to help you "troubleshoot" your retirement and insurance strategies before a breakdown happens.
As a brokerage, Mastri Financial is built on a foundation of accountability and transparency. I work for my clients—not the insurance companies. Being independent gives me the tactical edge to shop the entire market, ensuring we find the specific tools that fit your goals, rather than forcing you into a one-size-fits-all product. Whether we are shielding your home through Living Benefits or executing a Strategic Rollover, my focus is on protecting the legacy you’ve worked a lifetime to build - Jimmy Mastri
How We Build
Your Strategy
A strong financial plan starts with a clear strategy and disciplined execution.
Step 1
Understand Your Goals
Every strategy starts with understanding your situation. We evaluate your financial goals, family needs, and current assets to determine what solutions may best support your long-term plans.
Step 2
Design the Strategy
Using tools like life insurance and annuity products, we create a tailored financial approach designed to protect your assets and support future income.
Step 3
Execute With Discipline
Once a strategy is in place, we help you implement the plan and stay aligned with your long-term financial objectives.
Financial Freedom Doesn’t Happen by Accident
It’s built with smart strategy, disciplined execution, and the right financial tools.
Start exploring your options today.
