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34 York Street, Suite #1
* I moved 6/17/19 across the parking lot 1st Flr.
Guilford, CT 06437

S.E. Bohan Financial Group, LLC

(203) 458-0051

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Understanding Today’s Financial Environment

Welcome to S.E. Bohan Financial Group, LLC, an independently owned financial services company located in Guilford, Connecticut.  S.E. Bohan Financial Group, LLC has provided customized financial solutions, insurance protection, and wealth management to individuals, families, health professionals, and small business owners since 1989. We serve clients in the New Haven County area as well as throughout Connecticut, and across the country. Our focus is on helping clients achieve their individualized, long and short term, life goals by providing sound financial solutions and trusted advice. We can help you address your needs of today, and for many years to come. We look forward to working with you through all the stages of your life. We invite you to explore everything that S.E. Bohan Financial Group, LLC has to offer and the many resources available on this website, including the educational videos (below). We continuously educate ourselves as we work to assist clients in accumulating, preserving, and passing on their wealth. Our goal is to demystify the world of finance and provide objective advise and honest guidance.

We send a video newsletter once a month. Fill out the form to the right and we will email it to you the second week of each month.

Please call 203-458-0051

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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