Check out this 8-page guide to see why a retirement income analysis is important for your retirement.Your Dreams Matter
At Flaherty Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The Flaherty Financial Group Process
Holding clients’ best interests to heart, Flaherty Financial Group understands each client is unique, which is why our one-on-one approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement income strategy.
After listening to your specific needs and wants, we provide innovative strategies that meet your retirement income goals. We’re committed to working in your best interests and ensuring you understand how your money is working for you.
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We also offer these additional services
401(k) Plans | Simple IRAs | Cash Balance Plans | Disability Insurance
We can also refer you to professionals who provide the following services
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.