Flann Financial Group

Protecting your family

No financial strategy is complete without a plan to protect loved ones from financial loss.
Your investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.
Your child's education

Few things in life are more rewarding than helping the next generation get a great education.
Running a Business

Running a successful business can be one of life's most rewarding experiences.

You are unique. Your financial plan should be too.

At Flann Financial Group, we take a holistic financial plan approach that helps our clients make informed decisions along the various stages of life. Our mission is simple: to provide independent, forward-thinking financial advice that aligns with our clients’ own goals and priorities.

We're Different

Knowledge is power. We firmly believe that financial literacy is essential to building a financial plan that is personalized to each individual. By educating our clients, our goal is that we can be their guide on a financial journey.

Our independence allows us to give unbiased advice that can cater to unique client needs. We take a long-term view in financial planning and building strong client relationships. We are committed to not only helping you, but also working with the generations surrounding you.

The Flann Team

Worldsource

Recent Articles

Financial Success Simplified: Introduction

Posted on: April 8, 2024

The purpose of this series is to educate consumers on some simple principles that will take the mystery out of the often-complex world of managing one’s financial affairs. The first distinction is to realize there are only seven key variables that can be managed in creating your financial future...

Planning Ahead Eases Tax Audit Worries

Posted on: April 8, 2024

A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did wrong and why the CRA is targeting you. 'There must be bigger fish to fry,' you might say to yourself. The first thing you need to do is relax and take a few deep breaths. If you have a...

What's Your Retirement Planning Mindset?

Posted on: April 8, 2024

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the have it my way generation did not all follow in their parents' footsteps when it came to saving for the future. As well, some major bumps along the way (a...