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Financial
Conlon Financial Advisors & Associates provides
financial advisory services for individuals and
business owners that include retirement planning, trusts
and investment review, recommendations and consultation.
We help you develop your vision of tomorrow by assisting
with business plans, goals and objectives, cash
management and budgeting.
As a Financial Advisor, these services are
available on an hourly fee basis.
This is known as a "fee for service" agreement. There
are no contracts or obligations for the client to use
our services beyond what they request. Conlon Financial
Advisors is not affiliated with any broker dealer and
can assist clients that have accounts with any financial
institution. Our broad background and experience allows
us to use a holistic, impartial approach to answering
your financial questions. Some examples of complex
issues we have assisted clients with include:
- Early retirement buyouts
- RV purchase
- Home buy/sell
- Long term care
- Asset protection
- Divorce financial settlements
- Creating company retirement plans
- Take over/update company retirement plans
With the changing economy it is important to
periodically review your financial position in order to
prepare for your future. Contact us today to schedule a
time to review your finances and investments.
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