ACHIEVE YOUR SHORT-TERM GOALS TODAY

Work Toward Your Long-Term Goals For Tomorrow.

At Flaherty Financial Group, we’re passionate about helping you prepare for your financial future with confidence.

Learn How

What We Do

Our Process

  • 1.
    Discover

    Imagine what your ideal retirement looks like and explore what’s important to you.

  • 2.
    Evaluate

    Examine your current financial situation and determine your retirement income needs.

  • 3.
    Plan

    Develop a custom strategy so you can take steps toward meeting your retirement goals.

let’s get started!

Our Mission

Serving the greater Puget Sound and Dallas Metroplex areas alongside the rest of the United States, our mission is to provide families and businesses with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Flaherty Financial Group.

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NEED MORE INFO?

Attend a Live Event

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...

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Contact Us

Begin The Journey Toward Your
Ideal Retirement

Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with Flaherty Financial Group. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting