Michael Conroy and Associates

Call Directions Website Contact the business

Michael Conroy and Associates Our goal is to help prepare our clients with the best plan for their retirement needs and beyond. Through Mike’s proven F.O.R.M.

Mike Conroy of Michael Conroy and Associates brings you 27 years of financial planning strategies designed to create a personalized retirement plan built around your vision and values. process, he will help you cultivate a plan that addresses four major topics in retirement, family, occupational goals, recreational goals, and money. Financial planning is an ongoing process of preparing for and reacting to critical financial events. Whether you are creating a retirement income plan, concerned about declining health, want to protect your legacy, or any other financial aspect, Mike’s expertise and resources will help you to prepare for such events.

“There is nothing more gratifying than seeing the plans I have cultivated come into fruition and protect the clients and families I work with. I will be sure, always.”

A parachute rigger in the U.S. army, Mike spent much of his military career packing his peer’s parachutes, ensuring their safety, much like what he does for his clients, providing financial safety and protection with emergency exits built in for declining health and tax efficiency. Currently licensed in the following states: Illinois, Indiana, Wisconsin, Tennessee, Arizona, Nevada, Florida, Iowa, Michigan, and Wyoming.

Your credit score impacts more than just loans — it affects your financial options and freedom.On Get Smart About Credit...
10/16/2026

Your credit score impacts more than just loans — it affects your financial options and freedom.

On Get Smart About Credit Day, take time to review your credit reports, pay down balances, and plan for responsible borrowing. Smart credit habits open doors to future opportunities.

Your health and your finances go hand in hand.National Health Savings Day is a reminder to make the most of Health Savin...
10/15/2026

Your health and your finances go hand in hand.

National Health Savings Day is a reminder to make the most of Health Savings Accounts (HSAs) — tax-advantaged funds that can cover medical expenses now and supplement retirement savings later.

October 12th is Indigenous Peoples' Day, a day to honor the cultures, histories, and enduring contributions of Indigenou...
10/12/2026

October 12th is Indigenous Peoples' Day, a day to honor the cultures, histories, and enduring contributions of Indigenous communities across North America.

So much of Indigenous history, tradition, and perspective is woven into the story of this country, and this is a good day to explore it a little more.

The Smithsonian's National Museum of the American Indian is a wonderful place to start, with online resources exploring Native art, history, and culture through digital exhibitions, collections, and firsthand stories from Native communities.

Wishing you a meaningful and reflective Indigenous Peoples' Day.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
10/07/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help.

Items to considers:
>2026 RMDs (Required Minimum Distributions from IRAs)
>2026 Roth contributions
>Trust Updates: Births, Deaths, Weddings, Divorces, or Adoptions

Give us a call anytime, this season and every season!

Every first Saturday of October is International Frugal Fun Day, falling this year on October 3rd. The occurrence was in...
10/03/2026

Every first Saturday of October is International Frugal Fun Day, falling this year on October 3rd. The occurrence was invented in 1999 by Shel Horowitz, an American writer famous for his money-saving tips that helped businesses prosper and grow. In his books, he encourages individuals to have fun without the need to spend any money. In need of some ideas? He advises us to appreciate nature, delicious food, and time with loved ones. Often, the simplest things in life give us the most pleasure!

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what...
09/28/2026

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what you might want to revisit when it comes to life insurance.

Swipe through this month's quiz to test your knowledge and pick up a few facts along the way!

If you have questions about life insurance or want to talk through your coverage options, do not hesitate to reach out. We are here to help.

📢 401(k)s get a lot of attention, but for many Americans—especially government workers—pensions will power their retirem...
09/25/2026

📢 401(k)s get a lot of attention, but for many Americans—especially government workers—pensions will power their retirement future 💪

With that in mind, we're sharing below a couple of tips for people with pensions.

💸Start early - The sooner you begin saving for retirement, the more time your money has to grow. Don't delay; set aside a portion of your income for your pension today!

💸Stay informed - Keep up with changes in pension regulations, investment options, and retirement planning strategies. Knowledge is power, and being aware of your pension options will help you make informed decisions for a secure future.

The overall message for pensions? As with all retirement planning, be an active participant in planning your financial future.

For specifics on pensions and other retirement vehicles, reach out—that’s what we’re here for!

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of...
09/23/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!

Big life changes like getting married, divorced, or welcoming a child can lead to big tax changes, too. Your filing stat...
09/21/2026

Big life changes like getting married, divorced, or welcoming a child can lead to big tax changes, too. Your filing status, credits, and refund could all be affected.

Our team is here to help you navigate these transitions with clarity and confidence. Reach out today!

Address

10101 South Roberts Road Suite 101
Palos Hills, IL
60465

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+17085297996

Alerts

Be the first to know and let us send you an email when Michael Conroy and Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Michael Conroy and Associates:

Shortcuts

Share