Finn Financial Group
Get Started with Finn Financial
About Finn Financial Group
The Finn Financial Group is a full-service, specialty planning firm with a commitment to ensuring the long-term financial stability of its clients.  We believe this can best be achieved through a stream of guaranteed , tax-advantaged payments carefully tailored to each individual's specific needs.  Our diligent work has resulted in a long list of satisfied clients and a high degree of trust.
Contact Us
Finn Financial Group, LLC
260 Newport Center Drive, Suite 100
Newport Beach, CA 92660

Direct: 949.999.3322
Toll Free:  800.531.7466
Cell:  949.274.5485
Fax: 949.999.3375
E-Mail: [email protected]

CA Insurance License: 0A96173
Retirement and Benefit Funding Solutions
For most of the last 30 years, the idea of fixed term retirement solutions seemed about as trendy as Brylcreem.  Companies offering Defined Benefit plans dwindled and serious efforts were afoot to privatize Social Security.  Years of generally positive returns seduced people into believing that the stock market posed no inherent risk to their retirement plans. Then 2009 happened.
Now, just as it took a hit show like Mad Men to make Brylcreem seem cool again, it took a near-fatal economic tsunami to bring "fixed term" back into vogue where retirement planning is concerned.  And while we don't feel qualified to make recommendations on your choice of hair products, we can more than likely help you with your fixed-term retirement solutions!
The Finn Financial Group's client base is fairly diverse.  We have the honor of working with some amazing law firms of all shapes, sizes and disciplines across the United States.  Some of our attorney clients are sole practitioners while some are partners with the most well-established and respected firms in the country.  Our work brings us into contact with CEOs, CFOs, Company Presidents and Vice Presidents.  We have assisted Owners of Corporations and Fee Only Financial Planners who have come to value our approach to helping address specific fixed-term needs.
Now, for those clients who have influence over corporate retirement plan decisions, we have something new to offer.  
Who Can Benefit? 
               Law Firms - Businesses - Insurance Companies 
Companies Under M&A Consideration
ANY Company with an Employee DB, DC, Pension or 401(k) Plan 
Through our network of affiliated product providers, the Finn Financial Group is proud to offer you a full complement of fixed term Retirement and Benefit Funding Solutions.  As decision-makers continue to evaluate pension liabilities, companies may be seeking better ways to manage the volatility associated with them.  Some have recognized that the pension plan is an ongoing cost that is perhaps no longer viewed as a valuable benefit because a majority of participants is no longer active in their workforce.  
Consider what we may be able help you with:  
  • As markets continue their volatility, companies may be seeking more stable pension risk solutions.  We can arrange to have a customized option to remove all or some of the liabilities from your balance sheets.  In addition, we can share ideas to immunize your portfolio to further reduce volatility risk.  
  • For Defined Contribution plans, we can arrange to structure a stream of guaranteed lifetime income for anyone participating in your 401(k) plan. Terminating or retiring participants can set aside a portion of their 401(k) balance into an annuity that will provide guaranteed lifetime income. 
  • Clients looking for Guaranteed Investment Contract (GIC) quotes for 401(k) or pension plans can receive competitive rates and a wide array of structures best suited to meet cash flow, funding and liability needs.
There are many choices out there and a complimentary analysis is usually the best first step.  So please let us know if you are interested in learning more about any of these topics.  We will arrange to join you with a provider specialist who can help evaluate your needs and offer appropriate options for you to consider. 
Clients will be pleased, and often surprised, to discover that we may ultimately recommend something we cannot offer.  Because our commitment lies with finding the right choice for YOU, we're happy to point you in the right direction if our solutions don't work.
Plan sponsors must maintain due diligence when managing retirement plans.  Let us help!  We are eager to serve as your primary source of fixed term solutions designed to meet a variety of your retirement planning needs.  Please call to schedule an appointment to let us know what we can do for you.  Wishing you continued success and, as always . . .  
Thank you for the opportunity to be of service! 
Dan Finn, CPCU, CSSC
Certified Structured Settlement Consultant
Our Services

Finn Financial ServicesThe Finn Financial Group provides customized, guaranteed future income options and ancillary services to a variety of clients throughout the United States.  We pride ourselves on our commitment to the overall financial well-being of the individual. For a greater understanding of the services we provide, click on your area of interest.

For Injury Victims
We provide structured settlements for victims of personal, physical and non-physical injuries.

For Attorneys
We help attorneys meet their due diligence obligations, create and analyze proposals, conduct educational seminars, attend mediations, and structure fees - without any charge or out-of-pocket expense to the attorney or client.

For Insurance Companies
We assist insurance companies and self-insured clients by providing structured settlement illustrations and present value analyses, helping to present offers, and consulting with claims management.

For Business and Property Owners
We work with business owners, property owners, and those with certain other qualifying appreciated assets to defer capital gains in the selling process.

For Additional Services
We also offer life insurance, non-structured settlement annuities, retirement annuities, and much more.