Products & Services

Financial goals vary as much as people do—we’re all different. At Flynn Financial, we are ready for this. Having access to a wide variety of investment vehicles and knowledge allows our team to help meet the needs of our diverse clientele. 

Our clients have access to the following products:

Stocks, Bonds, Options, Mutual Funds, 529 Plans, Annuities, IRAs, Fee-Based Services, Small Business Retirement Plans, SEP IRA’s, Life Insurance, Long Term Care Insurance, Disability Insurance, Institutional Money Managers, IRA Rollovers, 403(b) plans, and Periodic Investment Plans.
 
Our Primary Services include:

Comprehensive Financial Planning—which involves a customized financial plan, created specifically for the client. Topics covered include retirement, education, and goal planning, accumulating and preserving wealth, managing income taxes, and comprehensive insurance protection analysis.

We also offer portfolio management, focusing on the tried-and-true principles of investing—Asset Allocation, Diversification, Low Fees, and Quality Securities and Products. Our clients can be confident that we manage money the way they would if they had the time, skill, interest, or knowledge.