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
Building Your Legacy
A four-step framework for building a personal legacy.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
View all articles 
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
View all calculators 
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
