Connemara Group

Fee-only Financial Planning

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    • Fee-Only Financial Planning (Initial Broad-Based Situational Reviews)
    • Follow-Up Planning (Periodic Reviews)
    • Purposeful Spending (Cash Flow Planning)
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    • Retirement Income & Estate Planning
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Connemara Group

Retirement Income & Estate Planning

Shifting from the accumulation phase to the distribution phase requires careful planning

Planning—it’s what we do. And it’s all that we do. We do not sell any financial products nor do we require that you turn over control of your investments. Product sales? Not here. A minimum assets under management (AUM) requirement? Again, not here. (If you have more than $2 million and you would prefer to have independent, full-time investment professionals manage your money for a reasonable fee, let’s talk.)

Thomas B. Conway, President & Founder of The Connemara Group, has more than 20 years’ experience as well as multiple advanced credentials in retirement income planning and estate planning. Lead by Tom, the Connemara team uses our knowledge and experience to help clients construct and manage their own low-cost, low- maintenance portfolios.  We tie the income generated from these types of portfolios into other income streams to give clients a reasonable sense of what they will be able to live on during retirement—and where the money will come from.

Once our initial planning work is done, we guide clients from year-to-year as needed in maintaining adequate cash reserves, reviewing asset allocations, re-balancing where advisable, and monitoring cash flows.  Clients know where they stand and what they need to do.  They can then get on with more important things—which for most means making the highest and best use of the time they have remaining.

Connemara clients only pay for expert advice. They retain control of their accounts, reduce fees, and become more informed by actively participating in the planning and investment process.

Stop guessing and start knowing

There is no charge for an Introductory Get Aquainted Meeting (75-90) minutes, but you will need to provide us some specific data so we can provide you an firm estimate of costs. We will use this time to learn more about your unique situation, and make sure there is a good fit for you. From this meeting we will provide a firm estimate on the planning time required to complete a Situational Review. If you have any questions about our service or the Introductory Get Acquainted Meeting, please feel free to give us a call at 301-321-3600 or use our contact form.

Why Connemara Group?

Stop wondering about cost and start planning.

Most financial companies don’t provide the one piece of information you want most – the cost. Connemara Group is different; our fee calculator is part of our process of making things clear so you can act.

Our fee calculator is an easy and concise tool that allows you to navigate through some different career levels in order for you to get an estimated range of what your fees and plan would be when finding a financial solution with Connemara Group.

Fee Calculator

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© 2021 Connemara Group · 301-321-3600

Connemara Group · Fee-Only Financial Planning
One Central Plaza, Suite 712, 11300 Rockville Pike, Rockville, MD 20852
1455 Pennsylvania Avenue NW, Suite 400, Washington, DC 20004
1750 Tysons Boulevard, Suite 1500, McLean, VA 22102

Effective Jan. 1, 2016 Connemara Fee Only Planning, LLC and Connemara Family Office Management, LLC are part of Connemara Group, LLC.