Flynn Wealth Strategies and Insurance Solutions

We help successful people and business owners crystallize their important financial, estate and business goals. We then design and implement creative, integrated solutions to help achieve them. Our singular focus: To make sure the plans our clients implement reflect and advance their personal, family, business and community objectives. We endeavor to do so with passion and intensity. Areas of Expertise Personal wealth management Retirement planning Business succession and exit planning Executive benefit planning Liquidity and insurance planning The Flynn Wealth Strategies Difference – Our Process We are different because we take the planning process beyond the numbers to focus on our clients' unique mission, values and goals. There are myriad things that keep them up at night; things like a desire for lifetime economic security, asset protection, transfering their core values to the next generation and more. MyWealth Strategies What if you could organize all of your advisers and assets and consolidate them in the same place at the same time? A place where you could review all your financial accounts, copies of tax and legal documents, and specific goals and strategic plans – updated and organized, accessible whenever you want it? Our system consolidates your accounts, your assets, and your advisers into one secure location - your Personal Financial Homepage.

Address: 2121 41st Avenue, Suite 208, Capitola, CA 95010 USA

Phone: +1 831 475 0800
FAX: +1 831 477 1438