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.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It's important to make sure your retirement strategy anticipates health-care expenses.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
What can be learned from the savings rate?
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?