Your Future, Your Way: Professional Financial Services Tailored to Your Needs
At Frank and Flanagan Wealth Advisors, we provide personalized financial guidance to help individuals and families achieve their unique goals. Our comprehensive approach puts you at the center of every decision.
Comprehensive Financial Planning
We believe in a holistic approach to financial planning. Whether you're facing a major life transition, planning for retirement, or seeking greater clarity, our structured process brings all the pieces together.
Goal Clarification
We help you articulate your short and long-term financial objectives, ensuring your plan has clear direction and purpose.
Milestone Planning
From education funding to retirement and beyond, we create strategies for life's major financial events.
Financial Assessment
Through detailed analysis of your income, expenses, and net worth, we establish a comprehensive baseline for planning.
Risk Management
We identify potential vulnerabilities in your financial plan and refer you to insurance professionals for appropriate strategies.
Investment Management
Our investment management service creates portfolios tailored to your specific goals, risk tolerance, and time horizon. We emphasize diversification, discipline, and cost efficiency to maximize your potential for long-term success.
Tax-Efficient Strategies
We implement tax-aware investment approaches that help minimize your tax burden and maximize after-tax returns. Our strategies consider asset location, tax-loss harvesting, and other techniques to enhance tax efficiency.
Customized Portfolio Management
Your portfolio receives regular monitoring and rebalancing. As market conditions or your personal circumstances change, we make strategic adjustments to keep your investments aligned with your goals.
We develop investment strategies to integrate with your broader financial plan, creating a cohesive approach to wealth building. For clients with specific values, we offer specialized investment options that align with your principles.
Tax & Retirement Planning
Transitioning into retirement requires careful planning and strategic decision-making. Our retirement planning services help you prepare for a confident and secure future with specialized strategies to maximize your resources.
Income Distribution
We develop sustainable withdrawal strategies from various retirement accounts to help provide reliable income throughout your retirement years.
Benefit Timing
Strategic planning for Social Security claiming and Medicare enrollment to maximize benefits and minimize healthcare costs.
Tax Optimization
Implementation of Roth conversion strategies and Required Minimum Distribution planning to enhance tax efficiency in retirement.
We work collaboratively with your tax professionals to ensure alignment between your retirement plan and tax strategy, creating a coordinated approach to your financial future.
Estate Planning Collaboration
While we don't draft legal documents, our estate planning collaboration service works alongside your estate attorney to plan for your wealth transfer goals.
Legacy Strategies
We help develop tax-efficient approaches to transferring wealth to your heirs or charitable organizations. Our strategies aim to maximize the impact of your legacy while minimizing tax implications.
Account Alignment
We handle account titling and beneficiary designations across your financial accounts, confirming they align with your estate planning documents and intentions.
Long-Term Planning
Our services include helping you prepare financially for potential incapacity and long-term care needs, guiding you in appropriate directives and funding mechanisms for future care requirements.
Values-Aligned Investing
For clients who wish to reflect their principles in their investment portfolios, we offer specialized values-aligned investing services that consider both financial returns and personal values.
Personalized Value Screening
We can customize your investment approach to avoid industries or companies that conflict with your personal values and beliefs, so your portfolio reflects what matters most to you.
Our values-aligned investment approach maintains disciplined financial principles while supporting companies whose practices align with your principles. We help you steward your resources in ways that honor your intentions while also considering potential returns.
Take the First Step Toward Financial Confidence
Your financial journey begins with a conversation. Our complimentary initial consultation allows us to understand your unique situation and explain how our services can help you achieve your financial goals.
25+
Years of Experience
Our team brings decades of financial experience to help navigate your unique financial situation.
100%
Fiduciary Commitment
We always act in your best interest, providing objective advice.
