Personalized Financial Planning
Corrigan Financial Services
Corrigan Financial Services has been a trusted partner for businesses and families, offering financial planning solutions since 1980. As an independent firm, we provide personalized guidance on employee benefits and a full range of financial services, tailored to meet the unique needs of each client.
Our clients are the foundation of our business, and their success is our top priority. Whether you’re planning for retirement or navigating the complexities of employee benefits, our experienced team is dedicated to helping you design a clear and actionable road map. At Corrigan Financial Services, we’re here to guide you every step of the way, ensuring your financial future is as bright as you’ve imagined.
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Our Services
We take a fundamental approach to addressing real-life financial needs for the present and future, dealing with taxes, investments, retirement, healthcare, and estate planning.
Additionally, our independence and expertise in the employee benefits landscape has allowed us to provide hands-on counseling to business owners and their staff.
Personalized Planning
We help our clients with all aspects of their financial life: Analyze cash flow, develop tax reduction or elimination strategies, manage investments and risk levels, and incorporate estate and insurance needs. Our objective is to see where you are currently, then analyze and evaluate if there are inefficiencies in your present situation that could be remedied without impacting your present lifestyle.
If something you thought to be true turned out not to be true, when would you want to know it?
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Business Owners
We offer guidance to address a range of our clients’ most complex business and planning issues around succession planning, retirement planning, and more. We do this by listening, understanding, and educating our clients on options and solutions they typically do not have time to research on their own.
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Employee Benefits
Today’s employee benefits landscape continues to change rapidly with government regulations, compliance and costs that can cripple any size business. Our independence and expertise in this area has allowed us to provide hands-on consulting to business owners and their staff with an eye on the bottom line.
Retirement Resources
Download Our Complimentary Guide
The Social Security Guide
Optimizing Your Social Security In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
