Personal Financial Planning

At Flavin, Nooney & Person, our financial planners have a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.

This knowledge is critical for obtaining the most valuable, objective advice possible.

The AICPA’s Personal Financial Specialist (PFS™) credential is granted exclusively to CPAs. All areas of personal financial planning — including estate, tax, retirement, investments, and insurance planning — have tax implications, and only CPA/PFS professionals have the experience, ethics and expertise to get the job done right.

Planning is about a future and how to get there. Our approach to financial planning and advice is all about understanding where you are in the moment, where you want to end up and the best path we can plot out to get you there.

Whether you are an individual, the head of a family, or the owner of a business, we take the time to get to know you and the goals you’ve made for your financial life. Sometimes, we help you define what those goals are and what goals make the most sense for you and your business.

Make and appointment today and let us help you start planning for the future.

ACHIEVING FINANCIAL INDEPENDENCE

Financial planning is the process of identifying personal financial goals and resources, designing financial strategies, and making personalized recommendations  that, when implemented, will assist you in achieving your goals.

Financial independence is an intimately personal objective. Our plans are tailored to help you achieve your idea of financial independence, whatever that idea may be.

FINANCIAL PLANNING SERVICES

Cash flow planning
Risk management and insurance planning
Retirement planning
Investment planning
Estate, gift, and wealth transfer planning
Elder planning
Charitable planning
Education planning
Tax planning