Corrigan Financial concentrates on maintaining long-term client relationships. Nonetheless, we are available on a fee basis for independent planning and analysis services and on a commission basis for buying and selling publicly traded investments.

Negotiation advice

We can also advise you in special employment situations such as contract negotiations and managing restricted stocks, stock options, and warrants awards. Our real estate expertise may also be useful to you in complex transactions such as those involving 1031 exchanges.

Brokerage services

Buying and selling publicly traded investments

Planning and Investment Services for Businesses and Business Owners

 

Phase I

Consultation and Analysis, Current Financial Position and Risk Profile, Asset Allocation and Risk Management Recommendations.

Analysis Reports for Phase I include:

  • Your current income and financial holdings
  • Your current investment plan
  • Your current retirement plan
  • Your current college funding program
  • Your current charitable giving program
  • Your current risk management and insurance coverage
  • Your current estate conservation and planning arrangements

Phase II

Research Prospective Investment Opportunities and Risk Management Tools for Specific Investments and a Risk Management Plan

Recommended improvement/alterations for Phase II include:

  • Your current income and financial holdings
  • Your current investment plan
  • Your current retirement plan
  • Your current college funding program
  • Your current charitable giving program
  • Your current risk management and insurance coverage
  • Your current estate conservation and planning arrangements

Phase III

Coordinate Implementing agreed upon actions and at agreed upon timing to create optimal positioning.  

Coordination/Implementation and Timing cover: 

  • Your current income and financial holdings
  • Your current investment plan
  • Your current retirement plan
  • Your current college funding program
  • Your current charitable giving program
  • Your current risk management and insurance coverage
  • Your current estate conservation and planning arrangements