Connect Financial Group, LLC. is a boutique wealth management firm that combines a tailored wealth management approach with a foundation of insurance in order to minimize risk. We focus on delivering financial wellness and retirement readiness strategies.
Our goal is to connect the pieces of your financial puzzle to give you confidence. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired or approaching retirement please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
* Advisor information is provided in partnership with YEXT