Our Process Is Complimentary
Retirement planning does not need to be difficult or confusing. With our comprehensive yet accessible approach, we will attempt to ensure that you leave feeling comfortable and with a plan. Here is our process:
Gather data and create financial profile
Analyze financial resources and develop goals
Strategize, develop and present recommendations
Support in implementation and next steps
What A Client Needs To Bring To Appointment
Recent Statements for Employer Retirement Plans
Recent Statements for Investment Accounts
Recent Payroll Statement
Balances and payment amounts for mortgages and other ongoing debts
Latest Tax Returns - Federal and State
Most recent Social Security statement, or projected Social Security payments
We highly encourage you to fill out the Asset Map survey prior to your initial appointment. Your completed Asset Map will give us a more informed view of your financial picture and possibly highlight areas that need attention.
Contact Us Today
for a Complimentary Consultation
ADDRESS
- 9 Mason’s Island Road
Mystic, CT 06355 - (860) 415-9614
- dobrien@ifgrr.com
QUICK ACCESS
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
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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.
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