Retirement Planning

Today’s uncertain economy offers a bewildering array of retirement options. We help our clients build a clear path to financial independence using careful analysis, research and experience.

When you come to us seeking retirement advice, we understand that you’re looking for a partner that can help you achieve your financial goals. The Foley/Connelly professional planning representatives provides a comprehensive financial plan for each client with the goal of offering specific guidance in one or more of the following areas:

IRA’s & Roth IRA’s

Watch your earnings grow tax-differed with a traditional IRA. Should you meet the eligibility criteria, you could potentially tuck away several thousand dollars each tax year. Traditional IRA’s are a fantastic fit if you don’t have an employer-sponsored retirement plan. They can be a great supplement if you do.

For some people, it’s a smart move to break with tradition. A Roth IRA gives you many traditional IRA benefits, plus you may never have to pay federal income taxes on qualified withdrawals. At Foley/Connelly, we offer the best of both worlds!

Fixed Annuities

Annuities are financial contracts that exist between you and an insurance company. You give the company money today and they pay you tomorrow. Annuities offer special tax advantages that ensure that you won’t have to pay income taxes on gains in the contract until you begin to withdraw money. They can be valuable retirement tools.

Retirement Needs Analysis

Let our highly experienced staff provide you with the tools you’ll need to attain your financial goals. The Foley/Connelly professional planning representatives uses sophisticated planning models and comprehensive data gathering techniques to prepare a series of specific plans and recommendations for all of your retirement planning needs.

CONTACT our retirement plan consultants for assistance in developing, implementing and managing employee retirement plans that make sense for your organization and your employees.

 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

Feel free to use FINRA's tool, BrokerCheck, to learn about Christopher Connelly or Owen Freeman-Daniels

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This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.