Workshop 1
Wednesday, November 13, 2019
7:00pm – 8:30pm
La Roche College – Room 109
Workshop 2
Saturday, November 16, 2019
10:30am – Noon
La Roche College – Room 101
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When you retire...
You should be able to enjoy the fruits of your labor.
Connolly Financial Services is for people just like you. Our job is to make your life before and throughout retirement easier. We will sit down with you to learn about your specific challenges and where
you need help. Each of our services are custom-tailored to your
specific needs.
DO YOU HAVE A SOCIAL SECURITY STRATEGY?
OUR STRATEGY FOR CLAIMING SOCIAL SECURITY BENEFITS MAY RESULT IN ADDITIONAL RETIREMENT INCOME.
About Social Security
Social Security retirement benefits help provide lifetime, inflation-adjusted income. Combined with your retirement savings, plus any pension benefits you may receive, Social Security may serve as an important component of your overall plan for retirement income.
When Can You Claim Social Security?
Eligibility for Social Security begins “early”, at age 62. However, claiming early will reduce your monthly check – permanently. There are many issues to consider when deciding to claim benefits. Connolly Financial can help you work through the issues and make a plan that is best for you and your family.
Connolly Financial Services is the leading full-service Social Security advising company in the Pittsburgh area that excels in all your individual Social Security and Retirement Planning needs.
The Connolly Financial Services Difference
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Services
Education
Only through transparent analysis, can you make proper financial decisions regarding your retirement.
Guidance
Eligibility for Social Security begins “early”, at age 62. However, claiming early will reduce your monthly check – permanently. There are many issues to consider when deciding to claim benefits and the road can be hard to navigate. Connolly Financial Services is here to help.
Proven Strategy
Patrick Connolly has been helping retirees and pre-retirees plan their “second life” for the past 25 years. He specializes in retirement lifestyle planning with an emphasis on tax efficiency and lifetime income.
Upcoming Free Workshop!
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Meet Patrick Connolly
Patrick Connolly
The Pittsburgh
Social Security Expert
Being a Retirement Income Specialist, Patrick serves in a mathematical verification role to all of his clients. He specializes in retirement lifestyle planning with an emphasis on tax efficiency and life time income. He educates his clients with a new way to think about money and retirement planning. This gives them confidence that their money will last as long as they do. Furthermore, he’s also proficient in developing and implementing estate planning strategies by working closely with a professional advisory network of experienced CPA’s and attorneys. On a personal note, Patrick is a founding member of the Collegenomics Funding Council, Patrick has four children Alissa, Caitlin, Justin, and Ian who have graduated from Duquesne University, University of Pittsburgh, and Ohio University respectively.
Meet
IDA MAY FULLER
The very first person to collect Social Security retirement benefits was named Ida May Fuller.
A resident of Vermont, Ida May retired in 1939 after paying into Social Security for just three years. Ida May received her first Social Security payment on January 31, 1940. She then went on to collect from Social Security for thirty-five years.
Ida May passed away in 1975… at the age of 100.
Frequently Asked Questions
What are the advantages of having a Social Security Expert?
Our firm gives you a specialist that’s always current on the latest tax laws and codes. There are 576 different filing strategies only through a comprehensive analysis can you determine which strategy works best for you. Call us now for your free analysis or join us at one of our monthly educational workshops.
Doesn't my company's HR department do this?
Retirement is definitely a part of most HR departments, but their training and experience is often limited to what your company may offer not what benefits you may be eligible for from Social Security.
How detailed do my business records have to be?
Having your documentation helps set a starting point for your goals. We’ve seen it all, so don’t worry if your records aren’t perfect.
Contact Us
Patrick Connolly of Connolly Financial Services offers financial planning services and Social Security help for retirees and pre-retirees. With an office in Wexford, Pennsylvania, Connolly Financial Services welcomes customers from all over Pennsylvania including; Pittsburgh, Ross Township, Cranberry Twp, Beaver, McCandless, Aliquippa, Oakmont, Penn Hills, and Sewickley, PA.
Contact Us:
Phone: (724) 940-1833
Fax: 724-940-1834
Email: [email protected]
Address:
12300 Perry Hwy #205
Wexford, PA 15090
Office Hours:
Mon- Fri: 8am-5pm
Sat-Sun: Closed
Contact Us:
Phone: (724) 940-1833
Fax: 724-940-1834
Email: [email protected]
Address:
12300 Perry Hwy #205
Wexford, PA 15090
Office Hours:
Mon- Fri: 8am-5pm
Sat-Sun: Closed
Contact Us:
Phone: (724) 940-1833
Fax: 724-940-1834
Email: [email protected]
Address:
12300 Perry Hwy #205 Wexford, PA 15090
Office Hours:
Mon- Fri: 8am-5pm
Sat-Sun: Closed