Celebrating Fifteen Years

of Securing Our Clients' Futures

Proudly Offering Tax-Advantaged Secure Income Options

for a Variety of Clients Across the United States

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.

With Heartfelt Appreciation

Although we can never adequately express our extreme gratitude to the many claims professionals, attorneys, business owners, accident victims, exonerated prisoners, homeowners, fellow financial professionals, business partners, colleagues, and friends who routinely look to us for reliable advice, I trust you know how honored I am by the confidence you have placed in our firm over the past fifteen years. You have made our success possible.

And to our many "repeat customers," many of whom have become friends and who think enough of us to refer our firm to others, your vote of confidence fills me with awe. I remain forever humbled and hope you'll tell me if I ever fail to live up to the trust you've placed in me.

So, here's to many more years of securing futures! As always, thank you for the opportunity to be of service and best wishes to you for continued success in your personal and professional lives.

Dan Finn, CPCU, MSSC®, RICP®

Master's Certified Structured Settlement Consultant®

Retirement Income Certified Professional®

"Building lifetime client relationships!"

Dan@FinnFinancialGroup.com | 949.999.3322 | FinnFinancialGroup.com

CA Insurance License: 0A96173

Click HERE for a FREE copy of the major motion picture: "The Baby Boomer Dilemma: "An Exposé of America's Retirement Experiment."

DISCLAIMER: We present this newsletter for educational purposes only using material freely available in the public domain and it should not be construed as containing tax, accounting, investing, or legal advice. Any guarantees referenced subject to the claims paying ability of the issuing carrier. All rights reserved.

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