Flanagan Financial Group, LLC
- 6000 Fairview Rd Ste 400
- Charlotte, North Carolina
- 28210-0209
- Phone: (704) 557-9600
- Fax: (704) 557-9670
- Website
Description
February 10, 2014 Nearly five years after the financial crisis, the U.S. economy showed a slow but steady recovery due largely to the strong performance of the equity markets and falling unemployment. Although continued low interest rates and the lack of a long-term solution for the national deficit remain a concern, the overall economic environment took a turn for the better last year. It was against this backdrop that Massachusetts Mutual Life Insurance Co. had another record-setting year which helped position us for continued success in 2014 and beyond.
Founded in 1851, Massachusetts Mutual Life Insurance Company (MassMutual) is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s.
Financial professionals you can trust with credentials you can trust With an emphasis on high professional standards in our agents' knowledge, ethics, and experience, we believe that specialized training and education is critical in reinforcing trust with our clients and creating a positive impact. Our mission is to continuously raise the level of professionalism of our producers and, by extension, the financial services industry as a whole.
Many families establish a Special Needs Trust to provide income to their children throughout their lifetime. These trusts must supplement the government benefits that the individual is receiving. An incorrectly designed trust or the inappropriate use of trust assets may jeopardize eligibility for Social Security and Medicaid benefits. Attorneys who are members of the Academy of Special Needs Planners or the Special Needs Alliance specialize in this area. We recommend a combination of a family member or friend as well as a corporate trustee to administer the trust.
The experts at HF Financial use a six-step client-focused approach. This means we'll work one on one with you to develop a custom financial strategy that helps to meet your personal needs and lifelong financial goals. HF Financial will always strive to act on behalf of your best interests, and will continue to offer you what we believe are the best products and services on the market. 1. Capture your financial situation through a fact-finding session 2.
Fact sheet
Products & services
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