Financial goals vary as much as people do – we’re all different. At Flynn Financial, we are ready for this.
Comprehensive Financial Planning
People that have a wide range of financial concerns, including multiple investment and planning goals, may consider our “Comprehensive Financial Planning” services. This involves the preparation of a customized personal financial plan, which takes into consideration a detailed review and analysis, of a wide range of various financial subjects.
Topics may include retirement planning, educational planning, risk management, cash flow analysis, investment portfolio planning, estate planning, and management of income taxes. In addition, we also will collaborate, when necessary, with your other professional advisors such as estate attorneys and accountants.
Our financial planning services also includes “Focus Planning”. This centers around one or more financial planning topics that are of immediate concern to you, for example, retirement planning or educational planning.