Creating and Preserving Personal Wealth...
Building and preserving personal wealth requires specialized attention and planning. Edward F. Connelly, CPA provides you with one-on-one guidance and comprehensive financial planning that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Edward Connelly can help you...
- Save for a comfortable retirement by identifying your retirement needs, assessing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your risk tolerance.
- Pay for a child's college education by accurately estimating the amount of money you'll need, reviewing your assets, analyzing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
- Protect your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
- Achieve your investment goals by identifying the steps necessary to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
- Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. Also by minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
A financial plan's true value comes with its implementation. Let us help you attain financial freedom. Call us at (781) 449-8700 for a Free Consultation.
