After years of hard work, everyone wants to know they’re on track to a healthy retirement. But there’s so much to sort through: pensions, investment accounts, Social Security, taxes, and long-term care. When you throw in aging parents, estate planning, college planning, and charitable giving, it’s easy to feel overwhelmed.
At Flynn Wealth Partners, we believe you deserve a guide who can help you navigate your questions and stay on track to reach your goals. That’s why we’re the financial advisors East Lansing, MI residents trust.
Whether you’re facing the everyday or the unexpected, we’ll help you develop an actionable strategy for getting from where you are to where you want to be.
We’re dedicated to navigating the complexities of the market on your behalf. From portfolio construction to risk assessment, we're here to optimize your investments and maximize returns.
We’ll guide you through pension plans, savings strategies, and income projections. With personalized solutions and a focus on your financial security, we'll help you enjoy a retirement that fits your values and priorities.
Higher education is expensive; but it shouldn’t wreck your savings. We’ll coach you through savings options and funding strategies to provide for your kids without jeopardizing your security.
Ensure peace of mind with our comprehensive insurance planning services. From life insurance to asset protection, we'll tailor a plan to safeguard your assets and loved ones.
You deserve to maximize your legacy. Let us coach you through structuring your assets, reducing taxes, and distributing your estate in a way that cares for what you love most.
We want your business to be successful for the long run. Our team can assist with retirement packages, compensation plans, cash-management services, and business succession plans.
Retirement is a big deal, but the first step shouldn’t be overwhelming. We want to hear about your needs, values, and hopes for the future. We’ll ask questions to understand what you want out of retirement and give you the information you need to decide if we’re the right partner for your journey.
Our team will analyze your current situation and strategy. We’ll expose potential problems and present you with personalized, written recommendations that align with your goals and priorities.
Enjoy the confidence that comes with knowing you’re headed in the right direction. We’ll prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan. Our team is there to continually monitor and adjust your strategy over time. We’ll regularly meet with you to share your progress and answer any questions you have.
The primary reason clients choose to work with us is that they need an objective financial advisor who can provide comprehensive, ongoing advice. Most often they’re starting to work towards a goal, which varies from person to person but may include retirement planning, college planning, long-term investment strategy, retirement income, maximizing the benefits within a corporate retirement plan, and tax planning.
Those only looking for investment management (with a focus on outperforming the market) miss out on the full benefit of working with Flynn Wealth Partners. If you’re seeking a quick-fix solution instead of long-term financial planning, we’re likely not the best fit for your needs.
This is a common question when you’re thinking about entrusting one advisor with all your finances. Let’s break it down into three parts:
Part 1: Custody and Security
When it comes to the safety of your assets, it’s crucial to know that we don’t hold your money directly. Instead, we’ve partnered with LPL Financial, a reputable custodian with impressive credentials. They manage and safeguard your accounts, handle all transactions, and even mail your checks. As of July 30, 2023, LPL Financial oversees $1.24 trillion in advisory and brokerage assets and generated $8.6 billion in revenue in 2022. You can find more details here. Working with one team of financial advisors under a trusted custodian streamlines the tax process and ensures that your assets are managed properly.
Part 2: Investment Risk and Performance
Now, let’s talk about investment strategy. In some cases, having a second advisor might make sense, especially if the first one didn’t diversify your investments properly or concentrated them in just a few assets. However, our approach doesn’t require such additional diversification. We offer well-rounded portfolios tailored to your risk tolerance and financial goals.
Part 3: Tax Efficiency and Planning
Working with a single advisory team like ours offers significant advantages from a tax perspective. When multiple teams manage different portions of your portfolio, it can complicate tax planning and limit opportunities for proactive tax strategies. By having all your investments under one umbrella, we can better coordinate to optimize your tax situation, taking factors like capital gains, tax-loss harvesting, and retirement distributions into account. This unified approach simplifies your tax planning and helps maximize tax efficiency.
In summary, by working with us, you get the best of both worlds: a trusted advisor, a secure custodian in LPL Financial, and a diverse portfolio that’s designed to meet your financial objectives. Everything you need is right here in one place.
Stock investing involves risk including loss of principal. No strategy assures success or protects against loss.
Absolutely! We operate under a strict fiduciary standard as mandated by the CFP® Board. This means that whenever we provide financial advice to a client, we are obligated to act in their best interests. Additionally, we adhere to the CFP® Board’s Code of Ethics and Standards of Conduct, which underscores our dedication to upholding high levels of competence and ethical conduct.
With multiple CERTIFIED FINANCIAL PLANNER™ professionals on our team, we serve the whole person and your whole financial picture. Our strategies are comprehensive and are tailored to care for every area of your life. We’ll keep your goals and values prioritized throughout each part of your plan.
We believe you deserve to be known and understood by your advisors, so we earn your trust for the long term. You can rely on us to provide thoughtful financial insight, honest communication, and caring service. That’s why we’re often our clients’ first call when they face important decisions and challenging life circumstances.
Our team has years of experience partnering with individuals from Consumers Energy, Michigan State University, and more of mid-Michigan’s top employers. We have a deep knowledge of these employers’ benefits, accounts, and programs, making us the ideal guide through the challenges and opportunities you’re facing in retirement.
When you partner with us, you don’t just get one advisor—you get a team of professionals. Each member brings experience and specialties to ensure you’re fully supported and ready for whatever questions arise. We’re the partners that will walk with you through every challenge and opportunity.
Flynn Wealth Partners is proud to help families and individuals across Michigan plan for their financial future.
We’re based out of East Lansing but work with people across Alcona, Arenac, Bay, Genesee, Jackson, Livingston, Osceola, Gratiot, Clinton, Ingham, Schoolcraft, Montcalm, Midland, and Eaton Counties.
We serve the following zip codes in and around East Lansing:
48823, 48911, 48910, 48917, 48906, 48864, 48854, 48842, 48912, 48827, 48840, 48895, 48915, 48825, 48872, 49251, 49285, 48892, 48824, 48819, 48933, 49264, 48907, 48826, 48921, 48950, 48909, 48913, 48916, 48918, 48919, 48924, 48922, 48930, 48929, 48937, 48951, 48956, 48805, 48901.
The capital city of Michigan, Lansing is known both as the seat of state government and the parent city of East Lansing’s Michigan State University. Commonly known as “Mid-Michigan”, the area is an important center for industry, culture, heathcare and education. Whether you’re driving into the city to enjoy some of the many activities available or are living nearby as you work and raise your family, we believe you deserve peace of mind and financial confidence.
