At Flynn Wealth Partners, we’ve helped business owners and professionals from companies like Consumers Energy, Michigan State University, and other Michigan employers walk through some of life’s biggest financial transitions. Whether you’re getting serious about retirement or managing newfound complexity, our team of experienced advisors and CFP® professionals acts as fiduciaries, helping you build a plan that honors your hard work.
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.
If you have years or decades ahead of you before retirement, we can help you start building your portfolio and crafting a long-term plan for the wealth you’re building. It’s never too early to get started.
We’ll help you finalize all the financial details before you sell the business or hang up your work badge for good. We always work to make the experience as seamless as possible, whether you’re a business owner or an employee, including those at Consumers Energy or Michigan State University.
The more resources and moving pieces you have, the more complex your finances can become. Let’s make sense of what you have in place together so you can move forward with clarity.
For families who have worked hard, saved diligently, and are now ready to see what’s next, we create clear, coordinated plans for even the most complicated financial situations.
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.
The more your money grows, the more complex your planning process can become. Our team of advisors and CFP® professionals understand this complexity and work with you to craft a plan for your wealth, whether you are still building it or are ready to move on from your business.
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 still building your wealth 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.