Value Added Advice
Three recent studies found that working with a financial professional can result in higher returns, potentially lower personal stress and produce better after-tax results. Having a plan for your retirement goals and a monthly income plan can reduce anxiety.
Why Invest?
Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to Bankrate’s Money Pulse survey.¹ Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.
Fiduciary
A fiduciary is a person or institution given the power to act on behalf of another in situations that require great trust, honesty and loyalty. Fiduciaries are hired to act in your best interest and must set aside personal motives and conflicts of interest in favor of pursuing the best outcome for your unique situation.
ABOUT US
WELCOME TO FLINT MEADOW FINANCIAL
At Flint Meadow Financial, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our staff consists of experienced professionals with a “hands” on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.
Our Services
PLANNING FOR RETIREMENT TODAY IS DIFFERENT
THAN IT USED TO BE!
Living longer has some serious advantages, but with economic uncertainty, Social Security benefits becoming less dependable, and the near extinction of pension plans - it is essential to take more control of your financial future.
Risk Management
For most people, exploring retirement income options starts with your Social Security benefits.
Estate Planning
What you leave behind can be altered greatly by what you do when you are here...
Healthcare Costs
Helping people make an educated and empowered decision about their Medicare health plan options is what we do!
Investment Management
During the financial planning process, we design custom investment strategies utilizing the best mix of market and guaranteed investment products, to help ensure that you don’t outlive your money in retirement.
Tax Planning and Preparation
Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible.
