Our Services
We offer a wide range of financial services to meet the unique needs of our clients. Our team is composed of experienced professionals who are passionate about helping our clients achieve their financial goals. We understand that each client is unique, which is why we offer a personalized approach to financial planning. Jonathan heads our retirement plan consulting, while George leads our private wealth management services, and Meredith leads our estate planning.
How We Help
401(k) Plan Consulting
We help businesses manage and enhance their company retirement plans.
Financial Planning
We work with clients to develop a comprehensive financial plan that includes budgeting, investing, retirement planning, and more.
Estate planning
We work closely with attorneys and accountants to help families create tax-efficient wealth transfer plans and provide tax planning advice.
Personal Wealth Management
We offer values-based investing to help clients align their investments with their personal values and faith.
Business Owners
We provide financial planning and consulting services specifically tailored to the unique needs of business owners.
Insurance
We help clients protect their assets and loved ones through insurance solutions such as life, disability, and long-term care insurance.
We are here to help guide you toward your financial future. Our team’s experience and versatile specialization are your resources to accomplish your unique goals.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Meredith@flauttfinancial.com | 615.380.4440