Connor Wealth Management
What we do
How can we help you?
Financial and retirement planning
Investment allocation for long term growth potential
Tax reduction and deferral advice
Financial protection for dependents
Planning for potential incapacity
Determining when you can retire
Maximizing your existing 401k/403b/457b plan
Retirement withdrawal advice - "harvesting" plan for assets
Saving more
Timing of Social Security
Caring for elderly parents and special needs dependents
Mortgage and real estate decisions
Retirement plans for your small business
Income protection
Charitable giving planning
Pension decisions
Impact of changing jobs
Estate Planning/Trust Planning
Long Term Care, Disability & Life Insurance
College planning
Free initial meeting...whatever is on your mind, we are here to help!