Flywheel Financial was created by assembling a diverse and talented team to deliver an uncompromising client experience. A flywheel requires significant force to get moving, but once it's turning it builds its own momentum and turns itself. A well crafted financial plan shares these same attributes. The Flywheel Financial team is committed to developing your plan, keeping it active, aligned and continuously moving forward.
We are dedicated to helping families and business owners (from initial startup to eventually passing businesses on) at every stage through a comprehensive and collaborative approach to protect and grow the wealth they have worked so hard to build.
Our clients tell us that the key differentiators in working with us are the questions we ask, the process we take them through, and the ideas and plan we bring to them. We collaborate with our clients, family members, and their other trusted advisors to design & customize plans for:
• Financial Planning: Comprehensive analysis of your finances
• Insurance: Life, Disability, Long Term Care
• Investments
• Employee Benefits: Group Insurance: Life, Disability & Health
• Retirement Plan Solutions: 401(k), SIMPLE, SEP, profit sharing, cash balance, 403(b) plans
• Key Employee Incentives: Bonus Planning, Wage Continuation, Deferred Compensation, Supplemental Executive Retirement Plan (SERP) & Split Dollar
• Business Succession Planning: Buy-Sell Planning, Disability Buyout & Executive Benefit Plans
• Estate Tax Planning and/or Charitable/Philanthropic Planning
Define, Create and Achieve Your Most Abundant Life
Company Details
- Employees
- 10
- Address
- 2175 Point Blvd, Elgin,illinois 60123,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Investment Management, Retirement Income Planning, Insurance Selection, Group Benefit Planning, Succession Planning, Executive Compensation, Coordination with Estate & Tax Advisors, Business Planning, Education Funding, Qualified Retirement Plans.
- HQ
- Elgin, Illinois
Flywheel Financial Questions
Flywheel Financial's website is https://flywheelfinancial.nm.com/index.htm
Flywheel Financial's LinkedIn profile is https://www.linkedin.com/company/flywheel-financial
Flywheel Financial has
10 employees.
View email and phone details for 10
employees at Flywheel Financial.
Flywheel Financial's industry is
Financial Services
Flywheel Financial's top competitors are
Marathon Financial Group, Llc,
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Kidder, Peabody & Co.,
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Season 2 Consign,
Flywheel Financial Strategy (Hk) Co Ltd,
Flywheel Financial, Llc,
Pnc Mezzanine Capital.
Flywheel Financial's categories are Financial Services
