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SERVICES

Building a strong financial plan starts with understanding your individual life planning goals that allows us to develop investment and retirement strategies.  We work with you to set the foundation today, guiding you for retirement and beyond with financial, investment, tax and insurance planning.   

Protect Your Financial Future

Live the life you are accustomed to after retirement with careful financial planning.  Get in touch to book a complimentary consultation and learn about our services.

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Investment Strategy

Proven investment strategies to help your wealth grow.

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Tax Reduction

Strategies to minimize taxation and to allow your wealth to grow at a faster pace. 

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Retirement Planning

Careful planning to help you live the life you are accustomed to after retirement.

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Long Term Care Insurance

Understand your long term care benefits for your future healthcare needs. 

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Estate Planning

Disciplined planning to protect your assets today and in the future.

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Life Insurance

Protect your family and maximize your future income with Life insurance planning. 

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419-345-8715

info@flannerfinancial.com

P.O. Box 350696

Toledo Ohio 43635​

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 This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Flanner Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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