Financial

Financial ServicesConlon 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.

Fee Schedule

  • Initial Consultation Fee: $75 includes up to 2 hours for initial meeting.
  • Fees: $100 per hour. A Flat Fee program is available for qualified plan adoption and some financial plans. A senior citizen discount is available for hourly rates.

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