A Preeminent Full Service Financial Services Firm
Connecticut Financial Group was founded in 2014 by our current Managing Partners, Arthur Kelleher and Peter Osborne. Arthur and Peter had previously worked for large, big name firms that claimed to work in the best interest of the client. Frustrated with this and recognizing the growing conflicts of interest, Arthur and Peter decided to start their own wealth management firms in 2003 and 2004, respectively and subsequently merged their two firms together in 2014, creating Connecticut Financial Group.
We have built a successful practice on a foundation of trust, providing out clients with unbiased and objective advice tailored to their needs and goals. We believe our largest asset is our independence. Our affiliation with LPL Financial ensures this independence. To our clients, independence means we are free to recommend only the strategies and investment products that are in their best interest.
We are financial confidants for our clients. When a new client hires us we immediately assess their current financial situation and develop a lifetime financial plan and investment strategy for them. The financial plan is reviewed annually and amended when there are any changes in the either the clients' current financial status or future goals. Investment portfolios are monitored continually and will be modified based on changes in the clients' financial plan or due to changes in the economy or events in the financial markets. We pride ourselves on the high level of service we provide to our clients. We send out regular newsletters highlighting various financial planning topics, market updates and economic events. We respond promptly to all client inquires and treat each client with the highest level of professionalism and respect.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Six overlooked tax deductions to help manage your tax bill.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
It sounds simple, but paying yourself first can really pay off.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.