According to AARP, 43 % of Americans spent more time planning a recent vacation than they spent planning for retirement. At Connolly Financial Group, LLC, we treat retirement planning much like vacation planning. We thoroughly plan our destination, arrival times, and activities to do.
Investments and Insurance
If you are preparing for retirement, saving for a child’s education or planning for a second home, look to Connolly Financial Group for guidance on your investment needs. We are dedicated to helping you realize your dreams. We will help you define your goals as an investor and ensure our recommendations work in concert with your overall financial strategy.
Tax and Estate Planning
Connolly Financial Group, LLC has a strategic partnership with Stovall and Associates, LTD. Our Firm utilizes their team of CPA’s to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.