Bryan J. Flanagan, CFP, PPC, CPFA

CERTIFIED FINANCIAL PLANNER

Our experienced professionals offer unbiased strategies, advice and services as part of the financial planning process as we help you pursue your goals.

Individual retirement planning and income distribution
Company level retirement plans, including 401(k) plans, SEP IRAs, SIMPLE IRAs, 403(b), profit-sharing, defined benefit, cash-balance, money purchase and other firm level plans
Investment management
Comprehensive financial planning
Insurance and liability management (life, disability and long-term care)
Tax strategies
Estate planning
Business planning
Education planning