Corrigan Financial Services has been providing planning solutions to Businesses & Families since 1980. We are an independent firm consulting on employee benefits and financial services. Fundamental approach to addressing real life financial needs for the present and future dealing with taxes, investments, retirement, insurance and estate planning.
Today's employee benefits landscape continues to change rapidly with government regulations, compliance and cost that can cripple any size business. Our independence and expertise in this arena has allowed us to provide ongoing hands on consulting to business owners and their staff with an eye on the bottomline.
Today's employee benefits landscape continues to change rapidly with government regulations, compliance and cost that can cripple any size business. Our independence and expertise in this arena has allowed us to provide ongoing hands on consulting to business owners and their staff with an eye on the bottomline.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Reviews
Be the first to review Corrigan Financial Services.
Write a Review
