General Info

Connect Financial Group, LLC. is a boutique wealth management firm that combines a tailored wealth management approach with a foundation of insurance in order to minimize risk. We focus on delivering financial wellness and retirement readiness strategies. Our goal is to connect the pieces of your financial puzzle to give you confidence. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired â?? or approaching retirement â?? please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service.