Our Mission Statement


At Flanagan Financial Services, we focus on the fundamentals of Financial Planning and Asset Protection. Our primary goal is to protect our clients from the adverse consequences of inadequate or inappropriate financial strategies.

It has been our experience that the greatest financial blunders are a direct result of uncoordinated planning. Financial planning encompasses many professional discplines from insurance and investments to tax matters and legal issues. Our process is designed to define and prioritize the financial concerns of our clients, quantify and evaluate the risk/return characteristics of those concerns and ultimately provide focused strategies to resolve those concerns.

We emphasize a team dynamic, and through our comprehensive network of ancillary professionals and service providers, we obtain input from area specialists. This assures that all financial matters are considered thoroughly and diligently.