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Promoting Your Financial Independence

Strong relationships form the foundation of the most lasting rewards. At Flanagan Financial Services, clients receive our undivided attention as we seek to identify and achieve their most cherished goals. Through our comprehensive financial planning process, we strive to fulfill our mission statement: to be your strategic partner committed to helping individuals and businesses achieve their financial independence.

We are dedicated to working closely with you every step of the way.

Welcome to Flanagan Financial Services

Your goals dictate our process. While one-size fits all strategies may be the common approach, our advisory team is proud to work without a set product or agenda.

At Flanagan Financial Services, our first priority is to understand your goals. We begin by listening carefully to your unique situation and objectives. Only when we have an intimate understanding of your expectations do we begin to apply our analytical processes. These processes, combined with our over 30 years of business experience, give us a high level of confidence in the recommendations.

Flanagan Financial Services Unique Competencies

Milton D. Flanagan - RICP®, ChFC®, CLU®, CASL®, MBA®

President & Founder



Before entering the financial services industry in 2000, I started my career developing and implementing strategies for a variety of Fortune 500 companies. My background as a businessman has been integral to my disciplined focus as a...

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Retirement Guidance

Your portfolio is a living, breathing entity. That’s why we take an active approach to retirement planning. By looking at the whole picture of your life, we can help generate forward-thinking income strategies for you while potentially providing for those you cherish, the charities you support and the legacy you leave behind.

Sustaining Your Legacy

Our focused approach to financial planning respects the importance of sustaining your legacy. We recognize that there are countless types of legacies in a person’s life. Whether they are emotional, financial, or historical, we seek to preserve your values and sustain your legacy.

Comprehensive Management

We lead with solutions, not products. This is the core of our investment management philosophy. As your financial steward, our goal is simple: to help you potentially grow and protect your assets. Across a broad spectrum of services, we will strive to help promote your financial independence.

Protection Planning

Through long-term care and asset protection strategies, we seek to protect the independence you cherish. Above all, we aim to provide the assurance that your assets will not only help sustain your lifestyle today, but conceivably throughout your financial future.

Our Areas of Expertise

College Planning

Rising education costs require a forward-thinking plan. Flanagan Financial Services can help you prepare for one of life’s biggest investments.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Flanagan Financial Services will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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