Submit your information via the form below to set up a time to talk with a member of our team.

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.

Many of the people who reach out to us are within 10–20 years of retirement and have built significant savings—often in the $750,000 to $5 million range.

Flynn Wealth Partners provides comprehensive financial planning, retirement planning,  and investment management for families throughout Mid-Michigan. Many of our clients are Consumers Energy employees, Michigan State University faculty and staff, business  owners, and retirees seeking a long-term relationship with a fiduciary financial advisor.  

Rather than focusing solely on investments, we help clients make thoughtful decisions around taxes, retirement income, charitable giving, estate planning, and legacy planning while providing ongoing guidance and accountability through a dedicated advisory team.

Many of our clients are within 10–20 years of retirement or already retired and have accumulated between $750,000 and $10 million of investable assets, although we work with families across a broader range of circumstances. Beyond investment management strategies, they value ongoing guidance around retirement planning, tax planning, charitable giving, estate planning, and legacy decisions.

We are best suited for people who value comprehensive financial planning and an ongoing relationship. If your primary focus is finding the next investment or comparing short-term performance, we may not be the right fit. Our clients tend to value guidance around taxes, retirement income, charitable giving, estate planning, and the many decisions that come with retirement.

Diversification among investments can be beneficial, but dividing your portfolio among multiple advisors often creates unnecessary complexity. Retirement planning, tax planning, charitable giving, estate planning, and investment management are most effective when they are coordinated.

When accounts are spread across multiple advisors, it becomes more difficult to maintain a consistent investment strategy, manage taxes efficiently, and ensure that everyone is working toward the same goals. We believe one trusted advisory team and one coordinated strategy can provide greater clarity, accountability, and peace of mind.

Yes. Flynn Wealth Partners is committed to acting in our clients’ best interests. Our advisory team embraces a fiduciary approach to financial planning and investment advice. In addition, our CFP® Board’s Code of Ethics and Standards of Conduct, which requires them to place their clients’ interests first and provide advice with care, skill, prudence, and diligence.