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.
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.