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 1993. 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
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.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here are six flags that may make your tax return prime for an IRS audit.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
An increasing number have been developed to help individuals with their personal finances.
There’s a link between debt and stress.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A couple become Retirement Plan Detectives, searching records from old employers.
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.