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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Building Your Legacy
A four-step framework for building a personal legacy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
It's important to make sure your retirement strategy anticipates health-care expenses.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Are you ready for retirement? Here are five words you should consider.