Michael Flynn, CFP®, MBA, AAMS®

CONNECT

Address:

476 South Ave. E
Cranford, NJ 07016

Phone:

908-272-8800

Fax/Other:

908-272-8801

Retirement Planning

Our services are designed to help you answer the following questions:

 
How can I get more from my investments? 
 
Is my portfolio diversified?
 
How can I reduce my exposure to risk? 
 
How much money will I need to live comfortably in retirement? 
 
How do I pay for healthcare in retirement?
 
When do I start taking social security?
 
Am I saving enough? 
 
How can I help reduce estate taxes and preserve more of my assets for my heirs? 

We understand your challenges.  We can help you navigate today's changing financial landscape.  We follow a systematic process to help you pursue your retirement goals.

 
1. We work with you to help identify your retirement goals & objectives and help you prioritize what's most important to you.
 
2. We'll help you get financially organized.  We'll provide you with your own personal financial website, a private and secure location available via desktop or mobile, which allows you to track your progress against the goals set by you and us.
 
3.   Your personal financial website provides you with:
 
  • Tracking of all net worth with asset and liability balances updated daily
  • Alerts to keep you aware of significant transactions and changes in balance
  • Investment analysis on all your investment assets
  • A budget tool to track and prioritize your spending
  • Reports on net worth, cash flow, asset allocation, and more
 
4. Once we know more about your current financial situation, we generate a gap analysis that compares where you are now to where you want to be.
 
5. We deliver our presentations in a written report, save a digital copy on your on-line vault, which is accessible from your personal financial website.
 
6. We'll work with you to implement our recommendations and we'll stay with you every step of the way
 
7. You can track the progress of your plan on your personal financial website

 

Let's meet!