Worried that your financial strategy is missing something?


We’re here to help you feel confident in your financial future.

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.

Or give us a call at 253.268.3483.