Avoid Probate with a Living Trust

Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video to learn how your estate can easily avoid the delay and cost of probate for your family.

PETE CONNOLLY

The Federal Retirement Group

 

With over three decades of experience, I've been guiding clients toward a secure retirement since 1992. As the founder of The Federal Retirement Group and The Connolly Retirement Group, my mission is to empower individuals with personalized financial strategies that foster asset growth and protection.

 

I'm committed to:

*Educating clients on the risks and rewards of financial decisions

*Developing adaptable retirement plans that evolve with changing objectives and needs

*Recommending tailored products and services that address unique individual circumstances.

 

Through The Federal Retirement Group and The Connolly Retirement Group, I remain dedicated to helping clients achieve their financial goals and enjoy a fulfilling retirement.

 

"Risk comes from not knowing what you're doing."

- Warren Buffet

 

"Rule No. 1: Never lose money. Rule No. 2: Never forget No. 1."

- Warren Buffet

 

"43% of Americans spent more time planning a recent vacation, than they spent planning their retirement." - study AARP

 

"Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway."

- Warren Buffet

 

"I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over."

- Warren Buffet

 

"80% of beneficiary forms on IRA accounts, defined benefit pension plans and insurance policies are either BLANK, OUTDATED or NOT PROPERLY FILLED IN." - Investment News