Our Firm

Driscoll Financial Group is committed to helping you pursue your long-term financial goals. As professionals who focus on retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:


  • Will I be able to retire early?

  • How much money will I need in order to retire?

  • What are my 401(k) plan distribution options?

  • Should I have a traditional IRA or a Roth IRA?

  • Do I need disability income insurance? Long-term care insurance? Life Insurance?

  • How can I ensure that my children receive as much as possible from my estate?

  • What do I need to know about wills, trusts, and probate?

The process we follow in completing a total financial strategy consists of:


1) Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
2) Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and

3) Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

We offer financial products and services tailored to your individual needs. Driscoll Financial Group is committed to you for the long term.