A more comfortable approach to financial planning
The complexities that accompany your financial matters can be intimidating enough on their own. It’s why you should feel at home with the people giving the guidance you seek, and feel comfortable about asking any questions on your mind.
At Flanagan Andrus, our team takes pride in truly understanding our clients and what’s important to them, and then tailoring our thoughtful and straightforward advice to them. So whatever you’re planning for, whether building a business, establishing a family foundation or preparing for retirement, consider how good it could feel to have a trusted financial team you can truly talk to.Learn More
We are not part of any bank or brokerage, nor do we have any private equity or outside investors. The only debt (and it’s truly outstanding) on our business is that of gratitude we owe to our clients.
The ends of our days unite us as much as our early huddles over a planning session. We are aligned by the same belief system, set of personal values, and the desire to enjoy each family moment.
More powerful than any laws or regulation is a simple desire to do the right thing. At the end of the day, our number one priority is simply taking care of people.
We believe in measuring progress of a plan rather than being bullish or bearish, or beating the market.
The greatest asset of all is more time to spend in your own way with complete peace of mind.
Price is what you pay, value is what you get.
Takes 20 years to build a reputation, and five minutes to ruin it.
Financial planning is an ongoing process designed to help you achieve your goals by making smart decisions. It begins by evaluating your financial situation, identifying your goals, and creating a plan for pursuing them.
A comprehensive financial plan must consider and prepare for the unexpected such as accidents, illnesses and disability. Our team will help you think ahead and prepare contingency plans to address them.