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Address:

Farmington, NM  |  Durango, CO

Phone:

(800) 716.4157 or (505) 716.4277

At Connolly Financial our independence is the cornerstone of our business.

Crafting unique relationships with an array of industry-leading institutions, our independence allows us to create truly customized client portfolios.

A dynamic wealth management firm, we employ an aggregated approach to asset growth, management and preservation.

Once your goals have been identified we will tailor startegies to suit your vision and objectives.

At Connolly Financial we believe a plan is a powerful tool. We can tailor your customized plan - contact us for your free consultation today!

• Investment Management
Ensure your assets are operating in unison towards stated goals. Assess and understand your risk tolerance. Active management and rebalancing through brokerage and investment advisory services.

• Strategic Tax Planning
Identify ways to help reduce your current and future tax burden. In-house tax preparation.

• Risk Management
Protect your downside. Review existing insurance contracts. Recommend policy changes when appropriate. Place appropriate policies for your situation. 

 Retirement Planning
Determine your vision for retirement. Analyze your IRAs and employer-sponsored retirement plans. Generate fixed income streams. Manage assets before and during retirement.

• Estate Planning
Tax-optimized estate transfer through advanced planning.

• Education Funding
Implement investment and accumulation strategies to help you pay for your family's education. Structure assets appropriately in advance of college education.

• Employee and Executive Benefits
Attract and retain qualified employees through attractive benefit packages.

 Business Succession Planning
Create a tax efficient plan. Allow for liquidity and continuity of your organization after the passing of a key member.
 

On our website, you will find valuable information for evaluating your current position and progressing toward your financial goals. We offer educational articles that outline financial concepts and highlight products that are designed to broaden your financial knowledge. You will also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing.
 

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