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:
Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.
We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.
Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.
We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.
Setting up a 401(k) for your business is a great way to provide your team with financial security. Our financial advisory firm takes the stress out of the process, guiding you every step of the way so you can focus on growing your business while offering valuable benefits to your employees. Let us help you build a stronger future for everyone.
We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).
Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.
Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.
How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.
For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning