Profile

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Mr. Finnegan's successful approach to planning combines strong legal skills, extensive insurance expertise, and excellent communication skills. He employs a full range of sophisticated planning strategies to provide each client with custom results based planning to meet their objectives.

The majority of Mr. Finnegan's 30+ year career as an estate planning attorney has been devoted to protecting and transferring wealth for ultra-high net worth individual and business clients. His expertise includes business, estate, charitable and life insurance planning.

Mr. Finnegan has been published in a number of highly regarded national trade magazines including Estate Planning, Probate and Property and the Journal of the American Society of CLU and ChFC.

In addition, Mr. Finnegan has spoken nationally at the Association of Advanced Life Underwriters National Meeting, at M Financial Group meetings and at other industry events. Mr. Finnegan is a member of the Society of Financial Service Professionals (CLU^®) and, although a non-practicing attorney, the Connecticut Bar Association.