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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

 
Encore Careers: Push Your Boundaries Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

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, 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

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

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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