Fred J O'Connor

“Our team's mission is to have a positive impact on people's lives. Through disciplined planning, we help clients live life differently. Our goal is to provide financial security for families and businesses. We know our clients are making some of the most important planning decisions in their lives. Together, we move from concerns of vulnerability and doubt, to a position of confidence and security. We construct a useful framework for priorities and help keep clients accountable to their goals. We prepare for the array of life scenarios and build strong long-term relationships based on quality service and integrity.”

Fred J. O'Connor, M.M., MSFS, CFP®, AEP®, RICP®, ChFC® , CLU®, CLTC is an established financial advisor of thirty years experience.

"I work with families, helping them protect their future from risks and create financial security. Together we create a personalized plan that fits each client's unique needs and goals, such as risk management, saving and retirement, and lifetime income and elder care. I take great pride in helping families with special needs.

I work with closely held business owners, helping them with employee and executive benefits, developing incentive plans that aid in recruiting, rewarding and retaining key people. This work addresses risk management and smooth intergenerational transfer of ownership planning. Successful business owners find the tax efficient and values-effective strategies provided useful and relevant, and often with ideas considered by their present advisors."