Cutting Through the Complexity. Keeping You on Track.

Corporate Retirement Services, Individuals and Families, and More

Tailored Support for the Road Ahead

Our Team of Financial Advisors Has the Experience to Care for Your Loved Ones and Your Life’s Work

Individuals and Families

As your dedicated financial coaches, we’re with you through every season, whether you’re building wealth or protecting your legacy. We’ll bring clarity to each decision and be your go-to guide for every obstacle and opportunity on the horizon.

Corporate Retirement Services

For a complete approach to your business financial and investment goals, Flynn Wealth Partners offers a full suite of wealth management services. We also collaborate with strategic partners or seamlessly integrate with your existing team to bring insightful expertise and effective strategies to your business needs.

The Advantages of Working with Our Team

Proactive Philosophy

We don’t wait for life to happen to you. You can count on our team to anticipate your needs and bring potential solutions, before issues arise.

Comprehensive Support

Your needs don’t exist in a vacuum so our team has been specially built to serve you across every goal and season. Let us keep your entire financial strategy working together.

Straightforward Coaching

We believe you deserve to understand what’s going on with your money. As your partner, we take the time to explain even the most complex financial matters with clarity. That way, you can approach each decision with confidence.

Personalized Service

We structure our partnership to be a long-term relationship. This allows us to deeply understand the things that are most important to you and tailor your financial strategy accordingly.

Wealth Management Services for Individuals & Families

Each family has its own aspirations, dreams, and challenges. You deserve a partner that can represent your priorities through every part of your financial picture so Flynn Wealth offers comprehensive services for you and your loved ones.

Financial Planning

  • Goal planning
  • Cash-flow and income analysis
  • Financial organization and oversight
  • Social Security planning

Investment Management

  • Asset management strategies
  • Tax-sensitive investments
  • Concentrated stock strategies

Retirement Planning

  • Retirement income planning
  • 401(k)/403(b)/457/IRA rollovers
  • Lump sum pension rollovers
  • Traditional and Roth IRAs
  • Social Security planning

Insurance Planning

  • Asset-protection strategies
  • Life insurance analysis and review
  • Disability insurance analysis and review
  • Long-term care insurance

Estate and Legacy Planning

  • Estate planning document(s) review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable trust strategies
  • Private foundations
  • Trust management services

College Planning

  • Education savings strategies and plans

Ready to Find Out What Strategies Are Right for You?

Services for Business Owners and Corporations

Whether you need help planning the future of your business or caring for those who make it work, we can help. Let us bring decades of experience and dedicated resources to your venture.

Corporate Retirement Services

  • 401(k) and other qualified defined contribution plans
  • Defined benefit plans
  • Non-qualified executive compensation plans
  • Investment policy statement reviews
  • 404(c) compliance reviews
  • Employee education

SEP IRAs/SIMPLE IRAs

  • Simplified Employee Pension (SEP) IRAs
  • Savings Incentive Match Plan for Employees (SIMPLE) IRAs
  • Streamlined contributions
  • Tax advantages
  • Employee enrollment support
  • Retirement readiness education

Executive Compensation Plans

  • Tailored executive compensation packages
  • Salary structuring and bonuses
  • Stock options and equity incentives
  • Performance-based rewards
  • Golden parachute planning
  • Long-term incentive plans

Key Person Insurance

  • Financial protection against key employee loss
  • Coverage for critical employees' incapacitation or passing
  • Business continuity assurance
  • Customized coverage based on employee roles
  • Mitigation of financial risks

Business Succession Planning

  • Customized succession strategies
  • Leadership transition planning
  • Ownership transfer guidance
  • Family business succession planning
  • Partner buyout arrangements
  • Legacy preservation and wealth transfer

Take the First Step

The Journey Towards Your Goals Starts with a Conversation