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Client Service Experience

At Flynn Financial Services, our dedication to clients is demonstrated through our service model. We have developed a process for working with our clients that strives to put them in the best position to succeed. Our clients receive the following consistent experience:

Retirement Planning

We encourage our clients to create a retirement plan prior to making investment decisions. Our retirement planning process will assist you in pursuing your retirement goals by providing clear, concise strategies so you can enjoy your retirement years with confidence.

Investment Management

We are dedicated to acting in your best interest when making investment recommendations. That includes making sure your investments are allocated appropriately for your risk tolerance and financial stage of life.

Periodic Financial Reviews

A vital part of any plan is to review it on a regular basis to make sure you are on track to meet your retirement goals. Depending on your preference, we can meet in-person, through video conferencing or on the phone. During our annual review, you will receive a comprehensive summary of the previous year’s investment activity.

Educational Workshops

We offer educational workshops to provide you timely topics surrounding the retirement landscape and investment knowledge.

Client Appreciation Events

We appreciate having you as clients and our client appreciation events are a way to thank you for putting trust in us. It is always a great way to get to know each other better.