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About Finn Financial Group
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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 across all lines of advocacy and a high degree of trust.
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Contact Us
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Finn Financial Group, LLC
260 Newport Center Drive, Suite 100
Newport Beach, CA 92660
Phone: 949.999.3322
Cell: 949.274.5485
Fax: 949.999.3375
E-Mail: Dan@FinnFinancialGroup.com
Website: www.FinnFinancialGroup.com
CA Insurance License: 0A96173
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Ernst & Young Analysis:
"Longevity Risk" Increasing Finn Financial Group's October, 2009 newsletter, Live Longer - Buy Annuities, featured research from a smattering of sources emphasizing the value and importance of annuities to one's overall financial health. As part of our commitment to helping clients achieve lifetime financial stability, we wanted to pass along some additional information to help you plan for your future and the futures of those whose lives you touch.
The study's findings are consistent with others that emphasize the meaningful role annuities can play in addressing one of the greatest financial risks Americans face: Living too long!
Without additional guaranteed lifetime income streams,
such as income provided by an annuity,
middle-income Americans are at high risk of outliving their
financial assets and living their final years in poverty.
Ernst & Young LLP
for Americans for Secure Retirement
As you read, understand the "Middle-Income" net is a wide one that catches most of our readers - even those with substantial net worth - who can all benefit from having more "longevity insurance."
To determine the Retirement Readiness for your state and to learn more about the retirement crisis, visit Americans for Secure Retirement. Also, the Finn Financial Group Facebook Page regularly features other helpful articles and links on this subject and MORE so be sure to check back there often.
While this edition of our newsletter focuses on retirement planning, we would be remiss if we failed to point out that those anticipating personal injury settlements have perhaps even greater cause for concern and would do well to educate themselves on the longevity risk all of us face as we age.
So call on us! We're here to help. Whether you're looking for structured settlements, structured attorney fees, Structured Sales, 401(k) and Pension Rollovers or simply want to purchase an annuity with savings, we can help you make the decision that's right for YOU!
Thank you for the opportunity to be of service!
Dan Finn, CPCU, CSSC
Certified Structured Settlement Consultant
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Our Services
 The 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 VictimsWe provide structured settlements for victims of personal, physical and non-physical injuries.
For AttorneysWe 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 CompaniesWe 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 OwnersWe work with business owners, property owners, and those with certain other qualifying appreciated assets to defer capital gains in the selling process.
For Additional ServicesWe also offer life insurance, non-structured settlement annuities, retirement annuities, and much more. |
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