Flynn Wealth Strategies provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.
Wealth Management and Retirement Planning
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Liquidity and Insurance Planning
In those circumstances where our client's plan indicates a need or desire for liquidity to address an array of funding issues such as disability and/or income protection for the family's security, fund business succession plans, key employee plans, estate tax liquidity needs, capital for long-term care planning, or to fulfill a charitable legacy, we arrange access to a number of the world's premier life, disability, and long-term care insurance companies. Our insurance acquisition protocol assures independent access and selection from start to finish.
