professionals understand your situation and prepare for a meaningful first conversation. A member of our team will reach out personally to schedule your consultation. professionals understand your situation and prepare for a meaningful first conversation. A member of our team will reach out personally to schedule your call. professionals understand your situation and prepare for a meaningful first conversation. A member of our team will reach out personally to schedule your call. 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.
Frequently Asked Questions
Your first meeting with Flynn Wealth Partners is a welcoming and informative experience. You can expect to get to know our team better and we’ll begin talking in depth about your goals and priorities, both short-term and long-term. We’ll also ask questions about your current financial situation, including income, expenses, assets, and liabilities. This meeting provides a foundation for your financial planning.
The primary reason clients choose to work with us is that they need an independent 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.
The people that benefit most from working with us have three things in common. First, they value comprehensive financial advice—they want every part of the big picture to work together. Second, they’re focused on long-term planning—setting up a future they can be proud of. And third, they are comfortable delegating to professionals in areas where they don’t have expertise and/or the time to learn. We also find these clients agree with our approach to long-term investing.
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 May 2024, LPL Financial oversees $1.4 trillion in advisory and brokerage assets. You can find more details here. Working with one team of financial advisors under a trusted custodian streamlines the tax process and aims to ensure 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 works toward maximizing tax efficiency.
In summary, by working with us, you get the best of both worlds: an experienced, professional advisory team, a secure custodian in LPL Financial, and a diverse portfolio that’s designed to address 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.
Inside Your First Meeting: What Happens and Why It Matters
This is your opportunity to talk about the challenges you’re facing and outline the goals you want to reach. Ask any questions you have about the the steps along the way and we’ll answer clearly and honestly.
You deserve to know if a financial advisor is a good fit for you, so we’ll explain what it looks like to partner with us. Learn about our services, team, and communication so you can to make an informed decision on an advisor.
A good financial strategy has to be tailored to your goals, so we’re not going to convince you to pursue a specific service or work with us if it’s not something you’re already interested in.
