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 financial advisor. Having partnered with major organizations like Wal-Mart, Kmart and Hobby Lobby, among other regional and national organizations, I learned that relationships, not just products, define a business' success. Ultimately, I believe each client deserves to be treated like any other business: with appropriate planning, execution, and accountability.
Since its inception, Flanagan Financial Services has been dedicated to understanding and fulfilling our clients' unique financial goals. As a father of four, I understand the often overwhelming challenges of raising a family, paying a mortgage, and affording college, all while finding time to prepare for retirement and protect your legacy. That's why I focus not simply on managing money, but on managing relationships. From one entrepreneur to another, I strive to help guide you on your financial journey so you can concentrate on the most valued aspects of your life. Above all, I am committed to respecting your goals, your dreams and your time, qualities affirmed by strengthening your financial independence.
A Chicago native, I enjoy spending time with my family, exercising, traveling and continuing to maintain my competitive spirit by honing my advisor skills.
Education & Affiliations:
Chartered Financial Consultant®
Chartered Life Underwriter®
Chartered Advisor for Senior Living®
Illinois State University, BS in Economics
Keller Graduate School of Management, MBA
Retirement Income Certified Professional®