O Brien Retirement Investment Group

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Tips For Starting A Law Firm

Retiring from AT& T? Will Your Lump Sum be Reduced by Rising Interest Rates?

Starting your own law firm is a challenging and rewarding endeavor. Here’s a list of 5 helpful tips for attorneys to help get their law practices off on the right foot. It covers everything from business planning and office setup to market strategy.

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Becoming A Disciplined Automatic Investor

Denis OBrien of OBrien Retirement Investment Group is being interviewed by Lisa Carberg of Carberg Communications and former Fox anchor about being an automatic millionaire by using investment discipline and automatic investing.

94.9 FM News Radio Now10am Saturday Mornings

Learn the stories of clients, Wall Street and of life, with tips on how to approach the great adventure called Retirement!

  • 9 Masons Island RoadMystic, CT 06355

Securities and advisory services are offered through Independent Financial Group, LLC , a registered broker-dealer and investment advisor. Member FINRA / SIPC.

Check the background of investment professionals associated with this site on FINRAs BrokerCheck.

OBrien Retirement Investment Group and IFG are unaffiliated entities. Copyright 2022. All Rights Reserved.

OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, CT, DC, FL, ME, MD, NC, ND, NJ, NY, PA, RI, SC, VA, VT .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

The Retirement Life And Investing Radio Show

Learn the stories of clients, Wall Street and of life, with tips on how to approach the great adventure called Retirement!

Schedule An Appointment

Have a question? Just fill out the form below and we will contact you to discuss your specific questions in greater detail.

232 Greenmanville Avenue, Suite 1-07, Mystic, CT 06355, Phone: 415-9614Email:

Securities and advisory services are offered through Independent Financial Group, LLC , a registered broker-dealer and investment advisor. Member FINRA / SIPC.Check the background of investment professionals associated with this site on FINRAs BrokerCheck.OBrien Retirement Investment Group and IFG are unaffiliated entities. Copyright 2022. All Rights Reserved.OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, CT, DC, FL, ME, MD, NC, ND, NJ, NY, PA, RI, SC, VA, VT .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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Obrien Retirement Investment Group

OBrien Retirement Investment Group is dedicated to helping our clients achieve their financial goals and enjoy the retirement they deserve. With over 40 years in the industry, our team possesses the experience and professionalism necessary to navigate you through your unique financial journey and into a more comfortable and secure retirement. Whether you are just starting a family or already close to retirement, our team will assist you in formulating and executing a plan that is exclusive to your needs and circumstances, providing actionable solutions and advice that will see you take control of your financial future.

We strongly believe in putting our clients interests and needs at the forefront of our practice. Through the years, our clients have counted on us to be there for them during the ups and downs of both the financial markets and their own lives. It is important to have a team in your corner to lean on when life throws you a curveball. We will be that team for you.

We believe in helping all people who walk through our doors through the principles of Christian and community outreach, providing complimentary meetings and advice to those in need of guidance.

Please give us a call today at 415-9614 or email dobrien@ifgrr.com to set up a meeting.

Registered Retirement Savings Plan

Our Team

A Registered Retirement Savings Plan is a registered investment account that lets you save for retirement while your money grows on a tax-deferred basis.

RRSPs can hold a variety of investments including mutual funds, equities, guaranteed investment certificates .

There is no minimum age for opening an RRSP .

You can set up and contribute to an RRSP as long as you have:

  • Contribution Room

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Welcome To Obrien Investment Management

OBrien Investment Management is an independent, registered investment advisory firm. To be an RIA one is required to always put the clients interest first. For over 25 years, I have enjoyed having the opportunity to develop wonderful relationships while adhering to this high standard. I am proud to continue this tradition of service with my son, Jack, and my colleague of over 20 years, Sandra Wright.

Top 5 Tips From Estate Planning Attorneys

The advice and guidance of an experienced estate planning attorney will be crucial to the overall success of your estate plan once it is implemented. In the meantime, the estate planning attorneys at the Law Offices of Kobrick & Moccia offer the following five tips to help you create a successful estate plan.

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Meet Terence J O’brien Bsc Bed Cip Qmed

Terence OBrien brings a wealth of experience to the world of dispute resolution, having spent more than 40 years in the insurance claims industry with major insurers. Terry is a Qualified Mediator, recognized by the Alternate Dispute Resolution Institute of Canada . He holds a post-graduate Certificate in Dispute Resolution from York University. He successfully completed ADRIOs Internship Program under the auspices of Senior Mediator Jonathan Fidler.

Terry has great respect for justice and the dispute resolution process. As a neutral party he values the need for fairness and confidentiality. He welcomes the opportunity to assist with your mediation needs.

Withdrawals From Your Rrsp

I’m 60 With $1 Million How Much Can I Expect To Spend In Retirement

RRSPs are a flexible investment vehicle, and an account holder may withdraw money at any age, but this may have an impact on your tax bill. It is important to understand the potential costs of withdrawing from an RRSP before or at maturity so that you can best prepare for your future retirement goals.

Mandatory Withdrawal

Your RRSP reaches maturity on the last day of the calendar year that you turn 71. There are various options to consider at that time and it is important to keep a couple of things in mind.

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What To Consider When Hiring An Estate Planning Attorney

Are you getting to the point in your life where you need to start estate planning? Well, you should hire an estate planning attorney to help you through this process. There are some factors that you should consider when hiring an attorney to help with your estate planning. In this video, an expert goes

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