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 adviceWe 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 servicesBuying and selling publicly traded investments
Planning and Investment Services for Businesses and Business Owners
Consultation and Analysis, Current Financial Position and Risk Profile, Asset Allocation and Risk Management Recommendations.
Analysis Reports for Phase I include:
Research Prospective Investment Opportunities and Risk Management Tools forSpecific Investments and a Risk Management Plan
Recommended improvement/alterations for Phase II include:
Coordinate Implementing agreed upon actions and at agreed upon timing to create optimal positioning.
Coordination/Implementation and Timing cover: