Patrick Flynn, Founder & Principal - Flynn Financial Partners

Values + Guidance = Empowerment

Financial advisor in Ridgefield, WA (show on map)

Flynn Financial Partners helps successful individuals and business owners align their wealth with their values through financial planning and advisory services.

Call (360) 501-4056

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About

Flynn Financial Partners, founded and led by Patrick L. Flynn, CFP®, helps successful individuals and business owners align their wealth with their values.

The firm takes a straightforward approach to financial planning, emphasizing education and trust. Services include financial planning through Eagle Strategies LLC (a Registered Investment Adviser) and securities/insurance products through NYLIFE Securities LLC and New York Life Insurance Company. The firm serves clients in multiple states and specializes in pre-retiree/retiree strategies, business owner solutions, and individual/family financial plans.

Values-aligned financial planning

Straightforward approach using common language instead of jargon

Over two decades of experience

Certified Financial Planner® on staff

Member of Ridgefield Chamber of Commerce and Estate Planning Council of Southwest Washington

Services

Financial Planning

Comprehensive financial planning services including discovery meetings, net worth analysis, and strategy development aligned with client values.

Discovery & Engagement Meeting Net Worth Analysis Investment Planning Estate Planning Cash Flow Analysis Retirement Planning Business Planning Charitable Planning Education Planning Protection Planning Executive Benefits Planning

Pre-Retiree and Retiree Solutions

Strategies to help retirees and pre-retirees turn savings into income, manage portfolios, and claim Social Security/Medicare benefits.

Retirement income planning Portfolio survival analysis Social Security claiming strategies Medicare benefits guidance

Business Owner Solutions

Planning for business continuity, key-person insurance, buy-sell agreements, and employee retirement/insurance benefits.

Key-person insurance Buyout funding strategies 401(k) plan evaluation Employee benefit design

Individual and Family Solutions

Personal financial strategies for saving, college planning, and life insurance protection for families.

Savings efficiency analysis College expense planning Life insurance planning Family protection strategies

Investment Portfolio Monitoring

Ongoing monitoring of investment portfolios to ensure alignment with goals and risk tolerance.

Goal alignment review Market crash scenario analysis Risk-return measurement Performance benchmarking

Credentials & Certifications

Certified Financial Planner® (CFP®)

CA Insurance License #0H03805

Registered Representative, NYLIFE Securities LLC, Member FINRA/SIPC

Financial Adviser, Eagle Strategies LLC, Registered Investment Adviser

Frequently Asked Questions

What is Flynn Financial Partners' approach to financial planning? +

They take a straightforward approach, using common language instead of industry jargon, and focus on education and planning to help clients overcome financial worries and make confident decisions.

Who does Flynn Financial Partners serve? +

Pre-retirees, retirees, business owners, and individuals & families.

What credentials does Patrick Flynn hold? +

Patrick Flynn is a Certified Financial Planner® (CFP®), a Registered Representative of NYLIFE Securities LLC, and a Financial Adviser with Eagle Strategies LLC. He holds a CA Insurance License #0H03805.

Is Flynn Financial Partners a tax, legal, or accounting firm? +

No. The firm explicitly states it is not in the business of offering tax, legal, or accounting advice and recommends consulting your own tax, legal, or accounting professional.

What states does Flynn Financial Partners serve? +

AZ, CA, CO, FL, ID, NC, OH, OR, SC, TX, UT, and WA for advisory and securities services; insurance business may be conducted in AZ, CA, CO, FL, NC, OR, TX, and WA.

What is the Discovery & Engagement Meeting? +

It is the initial discussion where the firm and client determine if they are a good fit, covering topics such as net worth analysis, investment planning, estate planning, retirement planning, and more.

How does the financial planning process work? +

The process follows three steps: Discuss (Discovery & Engagement Meeting), Design (analyze data and develop strategies), and Deliver (provide a living financial plan with projections and action items that is implemented and revisited).

What is Patrick Flynn's community involvement? +

Patrick Flynn is a member of the Ridgefield Chamber of Commerce, the Estate Planning Council of Southwest Washington, Chair of the Ridgefield Planning Commission, a Board member at Seton Catholic High School in Vancouver, WA, and an instructor for Junior Achievement teaching financial literacy to elementary students.