How does the advisor help clients – Key Takeaways:
As a trusted financial management firm, Flanagan Financial Management provides expert guidance and assistance to its clients in achieving their financial goals. Through its comprehensive range of financial services and wealth management strategies, the firm helps individuals, families, and businesses to plan, grow, and protect their assets. Below are some key takeaways on how Flanagan Financial Management assists its clients.
Facts and Insights:
The success of Flanagan Financial Management can be attributed to its sound financial knowledge, years of experience in the industry, and dedication to client satisfaction. Here are some facts and insights about the firm:
- Assets Under Management: As of 2021, Flanagan Financial Management has assets under management worth over $500 million.
- Number of Advisors: The firm has a team of experienced advisors who work closely with clients to understand their unique financial needs and goals.
- Time in Business: Flanagan Financial Management has been in business for over 20 years, building a strong reputation for its expertise and commitment to clients.
Financial Services Offered:
Flanagan Financial Management offers a wide range of financial services to help clients effectively manage their wealth. These include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Insurance planning
Client Types:
Flanagan Financial Management serves a diverse range of clients, including individuals, families, and businesses. The firm understands that every client has unique financial needs and goals, and provides customized solutions to meet their specific requirements.
Fees & Compensation:
Flanagan Financial Management operates on a fee-only basis, meaning they do not receive commissions from selling financial products. This ensures that the firm’s interests are aligned with those of its clients, as they do not have any financial incentive to recommend products that may not be in the client’s best interest.
Background:
Flanagan Financial Management was founded by John Flanagan, a certified financial planner with over 25 years of experience in the financial industry. He leads a team of dedicated professionals who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
Before partnering with a financial advisor, it is important to be aware of any potential conflicts of interest that may arise. Flanagan Financial Management believes in transparency and disclosure, and is committed to providing complete and accurate information to its clients. Below are some key disclosures to know about the firm:
- The firm is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA).
- Flanagan Financial Management has a fiduciary duty to act in the best interests of its clients at all times.
- The firm may earn fees from third-party companies for referring clients to their services. However, these arrangements do not impact the client’s fees or the firm’s recommendations.
- Flanagan Financial Management does not have any disclosures or disciplinary actions on its record.