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O'Brien Retirement Investment Group

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Mystic, CT
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

11/02/2026

A home repair. Time away from work. A loved one who needs support.

Unexpected events have a way of arriving during already busy seasons of life.

Try this planning exercise: identify one unexpected expense that would put pressure on your household, then write down how you would handle it and where you have questions.

Bring those questions to O’Brien Retirement Investment Group. A useful financial conversation makes room for real life.

11/01/2026

Your family may know how much you care. Do they know where to find important information or whom to contact with financial questions?

One thoughtful starting point is an organized list of key documents and professional contacts, kept in a secure place. Let a trusted person know how to locate it when needed.

Talking about your wishes can feel difficult.

Taking the first step is an act of care.

O’Brien Retirement Investment Group welcomes a conversation about the financial priorities behind your legacy.

10/30/2026

Early Trick-or-treater stopping by the office today

10/29/2026

A dramatic headline can make a long-term financial decision feel suddenly urgent.

Before acting, write down what concerns you and what you want to understand. Has something changed in your own life, your timeline, or your need for the money?

Those questions can make your next conversation more productive.

If recent headlines have you questioning your plan, reach out to O’Brien Retirement Investment Group for a thoughtful discussion of your circumstances.

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.

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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