We Build Relationships That Last
Our financial consultants at Finn Wealth Management have developed enduring client relationships across generations and market cycles.
These core values direct all our client interactions.
To discover what clients care most deeply about accomplishing.
Overcome what may be perceived as obstacles or challenges.
Our experience allows us to offer investment strategies and disciplined financial plans in easy to realize terms and parameters.
Our primary directive is to keep our clients on track with continual support.
You can depend on us to help maintain your course.
Your Potential Benefits.
Our clients often tell us they feel a sense of clarity and confidence about pursuing their financial goals and often experience a better quality of life since they are working towards financial independence.
We invite you to learn more about Finn Wealth Management on these web pages. Who We Are is the next logical step. Then call for an appointment so we can begin to build a lasting relationship.
Watch our current thoughts and views here.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Six overlooked tax deductions to help manage your tax bill.
The item most homeowners forget on their home improvement project checklist is insurance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are four very good reasons to start investing. Do you what they are?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.