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O'Brien Retirement Investment Group

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O'Brien Retirement Investment Group

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O’Brien Retirement Investment Group is dedicated to helping our clients retire in the lifestyle to Financial Planner

10/28/2026

“I’ll look at it when things settle down.”

Financial questions can sit on the someday list for a long time. Sometimes the hardest part is simply knowing where to start.

You can begin with one question:

Am I on track for the retirement I want?
What should I be reviewing?
How do these accounts fit together?

Bring the questions you have today.
O’Brien Retirement Investment Group is ready to have the conversation.

10/28/2026

Life rarely stays exactly as planned. Your financial conversations should leave room for that.

A new job, growing family, caregiving responsibility, or approaching retirement can change your priorities and raise questions you didn’t have before.

A practical habit: keep a running list of significant changes since your last financial review. Include what has changed in your life and what has changed in your goals.

If your plan hasn’t had a check-in lately, connect with O’Brien Retirement Investment Group.

10/26/2026

Some of the most meaningful financial details are easy to overlook.

When you last named beneficiaries, your family may have looked different.

A marriage, a new child, a loss, or another life change is a good reason to revisit your records.

Set aside time to check the names and contact information listed on your accounts and write down anything you need help understanding.

Have questions about where to begin?
Contact O’Brien Retirement Investment Group to start the conversation.

10/25/2026

A retirement account here. Savings there. An account from a previous employer you haven’t reviewed lately.

It can be difficult to see the full picture when your financial life is spread across several places.

A useful first step: make a list of your accounts, what each is intended for, and when you expect to need the money. Note any questions along the way.

Bring the picture together with a thoughtful conversation at O’Brien Retirement Investment Group.

10/24/2026

What does an ordinary Tuesday in retirement look like for you?

Perhaps it’s a morning walk, volunteering, visiting grandchildren, or finally taking that class. Those everyday choices help shape what you’ll need from your retirement plan.

Try this: write down three things you want more time for. Bring that list to your next financial planning conversation.

O’Brien Retirement Investment Group welcomes the opportunity to learn what you’re working toward.

10/23/2026

You’ve spent years showing up for your work, your family, and your responsibilities. What would you like the next chapter to hold?

Retirement planning starts with understanding what matters to you: time with loved ones, a place you want to call home, or the freedom to pursue something new.

At O’Brien Retirement Investment Group, let’s start with your goals and talk about the financial decisions that support them.

Reach out to begin a conversation about your next chapter.

10/19/2026

Your fall calendar is filling up. Has a financial check-in made the list? 🍂

Before holiday spending takes over, set aside time to organize your financial paperwork, revisit your goals, and write down the questions you’ve been putting off.

You don’t need to have every answer before starting a conversation.

Connect with O’Brien Retirement Investment Group to schedule a complimentary consultation.

📞 860-415-9614
🌐 obrienretire.com

10/17/2026

Retirement plan options exist for small-business owners and self-employed professionals. The right fit depends on factors such as your employees, cash flow, and goals.

You’ve put years into building your business. Give your personal future a place in the plan, too.

Start the conversation with O’Brien Retirement Investment Group.

📞 860-415-9614
🌐 obrienretire.com

10/16/2026

You remember checking your account balance.
But when did you last check the names on your beneficiary forms?

Marriage, divorce, a new child, or a loss in the family are all reasons to revisit the details.

Start by confirming who is listed on each account. If changes are needed, ask your account provider or plan administrator about the requirements.

It’s a small task that deserves a place on your financial checklist.

Have questions about your retirement planning?
Start a conversation with O’Brien Retirement Investment Group.

📞 860-415-9614
🌐 obrienretire.com

10/15/2026

You’ve talked about the kids’ schedules, the next home project, and where to spend the holidays.

When was the last time you talked about your own future?

Busy seasons can make long-term goals easy to postpone. Set aside a little time this week to talk about what you hope the years ahead will hold—and what questions you need help answering.

O’Brien Retirement Investment Group is here to help you start that conversation.

📞 860-415-9614
🌐 obrienretire.com

Address

9 Masons Island Road
Mystic, CT
06355

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm
Saturday	9am - 12pm
Sunday	7am - 9pm

Telephone

+18604159614

Website

http://www.obrienretire.com/

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