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
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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn about the latest sport to sweep the nation with this informative article.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Peer-to-peer payment apps are one of the newest ways to send money.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Bucket lists don’t have to be for tomorrow.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
When you retire, how will you treat your next chapter?