Financial Connections Group, Inc. Investment Advisory Services
   
       
   
   
   
Email: Inquiry@FinancialConnections.com
Phone: 1.415.924.1091

A secure future doesn't just happen.   We help you take control.

Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically — or easily. Squeezed by the demands of daily life, you may know the importance of planning for a secure financial future, but have placed it on the back burner. The good news is that financial planning doesn't have to be an overwhelming burden. Financial Connections has expertise in many facets of financial planning, from retirement / transition planning to tax preparation to investment management. Whether your reason for wanting professional assistance is lack of time, knowledge, interest, or temperament, we can advise you. And, whether you're an individual, part of a couple, or represent a trust or small business, we can help you manage — and take control of — your financial life.


The new conversation:
A non-economic discussion about retirement

Investment Management

We strive to balance risk and return for your peace of mind.
Investing is an important component in successful financial planning and is included in our ongoing management. Our investment philosophy is straightforward and geared toward prudent investing of your money to balance risk with return to help you sleep more soundly at night.
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TD Ameritrade

TD Ameritrade's "Advisor Solutions" Magazine features Financial Connections Group

Click here to read the article

Hourly Financial Planning

Financial Connections offers hourly financial planning to people who might want to discuss one topic or develop a more detailed financial plan. There is no minimum income, net worth or asset requirement.
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THE
Financial Connections Quarterly Review
QUARTERLY REVIEW

Jill reached her 66th birthday in June. It was a bit shocking to realize she has been working with many of you since she was 43... Read more.

Read The Financial Connections Quarterly Review...

>FOR CLIENTS ONLY

> SAME-GENDER COUPLES
> GETTING TO RETIREMENT
> LIVING IN RETIREMENT
> SUSTAINABLE AND RESPONSIBLE INVESTING

Financial Advisors
   
       
   


Financial Connections Group, Inc. is an SEC-registered investment adviser located in Corte Madera and Berkeley, California.  This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Please Read Important Disclosure Information.

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