Visualize The Possibilities
See your full financial picture and make better decisions about what matters.
Finally, a tool that allows you to visualize your complete financial inventory on one page and inform progress to financial goals.
With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future.
Watch This Video To Learn More!
Organize Your Finances
Understand your unique situation
The first step is to get to know you, your current financial holding and priorities. Use “The Discovery Interview’ to help streamline the collection of high-level data and understand any concerns you may have.
Have a conversation and uncover opportunities
As you identify the intricacies of your unique situation, your inventory of assets will help you visualize your complete financial picture. Organizing your assets allows you to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition.
Implement a personalized path
Based on your goals and what your collective assets reveal, you can make key decisions, take action, resolve problems, and ultimately plan a better path for your future.
- 9 Mason’s Island Road
Mystic, CT 06355
- (860) 415-9614
Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
O’Brien Retirement Investment Group and IFG are unaffiliated entities. Copyright 2022. All Rights Reserved.
OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130
The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, CT, DC, FL, ME, MD, NC, ND, NJ, NY, PA, RI, SC, VA, VT .
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
Electronic communications are not necessarily confidential and may not be delivered or received reliable. Therefore, do not send orders to buy or sell securities or other instructions relating to your accounts via e-mail. The material contained herein is confidential and intended for the address recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.
The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.
© 2023 O'Brien.