530 Main Street,
Financial Planning for All Stages of Life
No matter what stage of life you’re in, we offer the financial planning and protections your family needs.
A Long-Term Partner You Can Trust
We’ll continue to provide you with the guidance and support you need to ensure your future is secure.
Comprehensive Protection for Your Future
Our comprehensive financial plans and insurance guidance protect you, your family, and your future.
We believe that making clients like you a priority is what wealth management is all about.
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
We offer customized financial plans based on your unique needs and goals, and provide ongoing support to keep your plan on track.
From college savings and insurance coverage to retirement planning and business finances, we can provide the guidance you need.
We believe in building personal connections with every client so we can better understand how to help you reach your goals.
Michael O’Leary, founder of Family Financial Goals, is a member of the Ed Slott Master Elite IRA Advisor Group, and has been since it’s first year of formation. This group requires members to pursue ongoing education and certification to ensure they’re at the top of their game, and can provide exceptional service to their clients.
But it also provides us access to many specialists and experts in a variety of areas related to financial planning. If there’s something we can’t answer for you, we have a network of peers that we can utilize for your benefit. We’re committed to ensuring that our clients’ needs are always met, and we’ll use every tool at our disposal to do so.
We don’t offer blanket advice or cookie-cutter financial plans. We tailor every recommendation we make to your unique needs.
Whether you’re looking to provide for your family or protect your business—or both!—we can provide the services and guidance you need.