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
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Income Taxes Work
A quick look at how federal income taxes work.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators 
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
