Your financial goals deserve transparent wealth management services.
WHAT WE DO
We take the mystery out of financial planning.
The modern financial landscape is more complicated and complex than ever before. So the last thing you need is another financial advisor that makes big promises about helping you reach your goals but refuses to explain how they’ll do it.
When you partner with Bane O’Leary, you’ll be an active participant in your financial journey—not a spectator. We’ll help you understand your options and arm you with the tools and insights to make smarter, more confident decisions with your money.
Ensuring that you’ll be able to retire on your terms and enjoy the benefits of all your hard work requires a holistic approach that addresses all areas of your financial life. Together, we’ll help you create a retirement strategy that fits your needs and supports your goals.
Finding ways to control and reduce your taxes in retirement can go overlooked. But there are strategies to minimize your tax burden and maximize your retirement income after you leave the workforce.
Unplanned and unexpected life events can derail your financial goals. The appropriate insurance coverage can protect your assets, your family, and your retirement from life’s surprises.
Big returns don’t always require big risks. They require a dedicated advisor who will manage your investments based on your best interest—actively assessing the market and guiding you based on your risk tolerance and financial goals.
Create a structured plan for how to allocate your assets and enjoy the peace of mind that your legacy will be passed on according to your desires and without complicated legal obstacles or unexpected costs for your loved ones.
Understand the variables involved with taking advantage of your social security benefits so you can get the most out of the system and plan for how to integrate social security into your retirement income.
Ensuring that you’ll be able to retire on your terms and enjoy the benefits of all your hard work requires a holistic approach that addresses all areas of your financial life. Together, we’ll help you create a retirement strategy that fits your needs and supports your goals.
Finding ways to control and reduce your taxes in retirement can go overlooked. But there are strategies to minimize your tax burden and maximize your retirement income after you leave the workforce.
Unplanned and unexpected life events can derail your financial goals. The appropriate insurance coverage can protect your assets, your family, and your retirement from life’s surprises.
Big returns don’t always require big risks. They require a dedicated advisor who will manage your investments based on your best interest—actively assessing the market and guiding you based on your risk tolerance and financial goals.
Create a structured plan for how to allocate your assets and enjoy the peace of mind that your legacy will be passed on according to your desires and without complicated legal obstacles or unexpected costs for your loved ones.
Understand the variables involved with taking advantage of your social security benefits so you can get the most out of the system and plan for how to integrate social security into your retirement income.
Having enough cash available for regular expenses while maximizing your remaining funds through investments is a constant balancing act. We’ll help you prepare for what you’ll need while getting the best possible returns.
Make sure your healthcare needs are covered and your retirement plan is insulated from unexpected medical events by selecting the Medicare and supplemental insurance options that best fit your life and your finances.
Maximize the potential of your 401(k), or any other account with tradable assets, by allowing us to actively manage it for you based on market activity and your long-term financial goals.
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10 Questions to Ask Your Financial Advisor
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UPCOMING EVENTS
UPCOMING EVENTS
Taxes and You: Understanding the New Tax Code
Are you making the right moves toward your retirement, or are you building a savings account for Uncle Sam? That depends on how well you understand the new tax rules. Join us for a free seminar where we’ll discuss:
Changes to personal income tax under the Tax Cuts and Jobs Act of 2017.
The SECURE Act of 2019.
Tools and strategies available to middle-income retirees.
How to avoid the “political” and stick to the “actionable.”
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John Doe / Customer
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John Doe / Customer
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Join us for a complimentary retirement analysis.
Whether you need help getting started on the road to retirement or just have questions about your current financial situation, we’ll sit down with you to identify critical areas for retirement success and provide answers to the most important questions every retiree should be asking.
