Meet with
Flaherty Financial Group


What We Do

Our Process

  • 1 Discover

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

  • 2 Evaluate

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

  • 3 Plan

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

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 life-long relationships are tenets of success at Flaherty Financial Group.


Schedule A Meeting

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.