My name is Shawn Connolly. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.
Despite the current volatility in the market and the elevated interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.
I hold a Bachelor of Science degree in Business from the University of Colorado and am the owner of Connolly Wealth Management.
My mission is to help my clients achieve complete financial independence so that they can enjoy a stress-free retirement. I do this by developing a comprehensive plan for my clients that ensures any retirement and insurance programs work together to help achieve their goals, and through the proper utilization of annuities and other insurance vehicles.
I am an annuity and retirement planning expert. I provide comprehensive financial planning and investment advice through all stages of retirement, and I also spend a great deal of time with clients to learn about their unique situation in order to develop a customized plan that allows them to take advantage of every opportunity that is available.
When I am not working with my clients you will find me working on my PoCo Ranch in Dripping Springs, TX, and when the chores are done on the ranch I try to find some time to squeeze in some hunting and fishing.
My most important goal in life is family. I have been blessed to have been married to my lovely wife Ann for 34 years, and currently, we have three children and four grandchildren that keep life full of fun and excitement.
While I am currently living in Texas, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, as well as, share computer screens so that we are all on the same page. I can show you first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most asked questions in a simple, personalized way. All my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.
Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.
Sincerely,
Shawn Connolly, LUTCF, CFF
