Isn’t It Time for Financial Professionals That Put You First?
Put yourself on the path toward a beautiful 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 Stepping Stones to Retirement Process
At Flaherty Financial Group, we believe every great financial story starts with a single step. We use our Stepping Stones to Retirement™ process for building a financial strategy that helps you start your retirement journey.
Meet With Us
Your first step is often the most important. We take the time to get to know you — your concerns, your dreams and your unique financial situation. Together, we’ll take stock of where you stand today and begin paving the pathway toward achieving your goals.
Assess the Terrain
With the foundation set, we plan the next steps on your retirement journey. We’ll sit down with you and review what we’ve learned and tailor a clear path forward. With us, you’ll know exactly where you’re headed.
Begin the Trek
We’ll meet again to discuss the personalized strategy that will set you on the right course. We’ll walk with you every step of the way, regularly reviewing your progress and adjusting your plan as needed.
The result?
A personalized financial strategy that addresses your goals. Because the only thing we want you to worry about in retirement is how to spend your time.
Explore Our Services
We offer these services to help you on your journey:
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning