Flywheel Financial

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