Every workplace has different policies, accounts, and retirement plans to choose from. And while you’ve been faithfully working and providing for your family, you might have lost track of those plans.
For over 30 years, Flynn Wealth Partners has helped business owners and employees from some of Michigan’s largest employers plan the right retirement for them. Our clients range from self-employed physicians to professors at Michigan State University. Because of this, our team understands the ins and outs of retirement options available to Michigan residents—and we want to help you make the best of it.
To us, that’s the difference between a financial advisor and a wealth partner. It’s about serving you and your family for better financial confidence.
Following your dreams and owning your business shouldn’t come at the cost of your financial future. As a business owner, you have a lot more financial decisions to make, especially when it comes to your retirement. We’ve helped business owners in nearly every industry—from car dealership owners to physicians who own their own practice—and we can help you prepare your business for sale or succession, and ensure that it’s in good hands after your retirement.
Selling your business is about more than capital gains. It’s about making sure your life’s work is left in good hands. Our team can help you structure the sale of your business and ensure a smooth transition of ownership.
You’ve spent many years doing what you love and serving others—in retirement, it’s time for you to reap the reward of your hard work! Our team can help you set up your own retirement plan based on your income and financial goals.
Business owners can feel like they’re on their own when it comes to choosing health insurance. We help you determine the best health, life, and disability insurance for you and your family, especially if you leave your business before retirement age.
With about half of our clients being Consumers Energy employees and retirees, you can count on us to build a comprehensive retirement plan for you. Consumers employees have a wealth of retirement, life insurance, and disability options that can be difficult to navigate. With our extensive expertise of Consumers’ plans and policies, we can help you craft a retirement plan that you can count on.
Consumers offers generous 401(k) match programs for its employees along with retiree discounts you can use long after your employment is over. Our team has extensive knowledge of Consumers’ retirement packages and can help you craft the right plan to keep you on track.
Depending on the number of years you have served as a Consumers Energy employee, you have different employer-sponsored insurance options, including disability, life, and health insurance even in retirement. We can help you optimize your use of these employer benefits so you’re set up for a great retirement.
Flynn Wealth Partners can help you save and spend your Green wisely before and after retiring from Michigan State University. MSU employees have unique options for retirement vendors, 403(b)s and 457 accounts. We can help you navigate your options and even manage your accounts for you.
As an MSU employee, you have the unique opportunity to have your retirement accounts managed completely by Flynn Wealth Partners. We can keep track of your employer-sponsored 403(b) or 457 to make sure you stay on track for retirement.
Charitable giving from a non-profit retirement account can be more difficult than traditional retirement plans. Our team can help you structure charitable giving through your 403(b) and 457 account or through a traditional IRA.
403(b) and 457 accounts offer unique opportunities for retirees to save, spend, and give charitably. Flynn Wealth can help you make a plan that keeps you on track during your working years, and we will maintain that plan with you after you retire.
We proudly provide the retirement planning Michigan individuals and families need, no matter where they’re employed. Our full suite of financial services can help you at every stage of your financial journey, whether you’re on the path to wealth creation or are focused on safeguarding your legacy. We can customize our strategies to your unique needs and help navigate your entire financial picture.
Whatever your stage of life and goals for the future, we can help you understand your current assets and strategize for future growth. We'll guide you through goal planning and income analysis to organize your finances and protect what's yours.
Investing for retirement or future plans? We can help build and manage a portfolio that accounts for your timeline, risk tolerance, and income needs. Our team is well-versed in tax-sensitive investments and distribution strategies.
