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April 1, 2024 - With the Bureau of Labor Statistics reporting that 20% of new businesses fail within their first two years of operation and about 75% of them never make it to year fifteen, I'm proud to report that Finn Financial Group continues to thrive thanks to the many opportunities our clients give us every week to be of service.
This niche specialty income planning practice of ours, which was founded on St. Patrick's Day of 2009 and opened its doors for business on April Fool's Day (no joke!) a few weeks later, has flourished during our fifteen years of operation.
And we have no plans of slowing down. In fact, 2023 was our busiest year ever!
How We Got Here
In our very first communication announcing the formation of Finn Financial Group, we pledged our "commitment to helping (our clients) achieve maximum financial success and security through the effective use of specialty annuity products and services."
We've been consistent in our approach to future income planning since then and our focus and priorities for our clients remain unchanged. Among our core beliefs:
Safety is paramount.
Cover your basic needs first.
Avoid losses.
Tax efficiency when feasible.
The Security/Freedom/Happiness Link
Part of the underlying reason for our decision to focus on tax-advantaged income planning instead of "wealth accumulation," is our belief that improved physical and mental health go hand-in-hand with guaranteed income.
There's enough excellent research floating around out there to convince us that financial security is an extremely important cog in the human health and well-being wheel. We're just trying to do our part to help people stave off a whole host of adverse health outcomes that can result from financial insecurity.
To learn more about the relationship between adverse financial
situations and mental and physical health, check out:
"The role of financial conditions for physical and mental health.
Evidence from a longitudinal study and insurance claims data."
What We Do
For those who may be new to our firm, here's a synopsis of the products and services we specialize in to help secure our clients' futures.
Structured Settlements
Structured Attorney Fees
Structured Installment Sales
Pre-Retirement Pension Analysis
Defined Benefit Plan Income Distribution Planning
Training and Education
And if there's something you need that we can't help you with, chances are good we can help you find someone who can.
Now, Before We Go
In case you missed it, I was recently a featured guest on the AM Best Insurance Law Podcast on the topic of "The Sudden Resurgence and Effectiveness of Structured Settlements in Claims Negotiations and Resolution" which can be accessed by clicking the image below.
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