Our Services for Your Other Needs

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.

Planning and Investment Services for Individuals and Families

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
Specific Investments and Risk Management Plan

Recommended improvement/alterations for Phase II include:

  • 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

 

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

Stage I
Consultation and Analysis, Current Financial Position and Risk Profile
A
sset Allocation and Risk Management Recommendations
Research, Prospective Investment Opportunities and Risk Management Tools
Specific Investments and Risk Management Plan