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Focused on Making
Your Financial Life Easier

Our Purpose

We are focused on one simple purpose – to make your life easier. We provide you a client experience focused on organization, communication, and service.  As our client, you enjoy a personalized approach to financial planning and an enduring professional relationship.

You can check the background of this firm at FINRA's BrokerCheck

What We Are

We are independent advisors providing full service financial advice and investment management. Although we operate as a boutique practice, we leverage the extensive capabilities of a large national institution through our affiliation with Raymond James Financial Services, Inc.


Our Services

Our approach is to LISTEN to our clients. Through listening, we gain an understanding of our clients’ concerns, anxieties, aspirations and the purpose for their wealth. We then determine clear financial goals that will help fulfill this purpose. With a firm understanding of the client’s goals, we can then begin to plan accordingly.

We serve a limited number of individuals and families. Our clients understand the value of having a trusted and dedicated advisor to help them manage, organize and simplify their financial affairs. Our clients pay a straightforward fee that is based on investment assets.

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Financial Planning

It is our belief that all clients, regardless of age, wealth, investment experience and family structure, must plan in order to meet their financial goals. Our planning process is based on organization, analysis and execution. The ultimate goal of this process is to simplify the unique complexities of each client’s financial situation and empower them to confidently make financial decisions.

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Investment Planning

We invest in a manner that helps clients meet their goals. To do so, requires both a technical understanding of each investment as well as the role that investment plays in an overall investment plan. We analyze client portfolios to identify risks, opportunities, potential outcomes and whether the investments are working in concert with one another. With a clear understanding of their investment portfolio, we can be confident that we are moving the client closer to achieving their goals.


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Income Planning

Many of our clients have a common goal – they all plan to live off of income (now or in the future) generated by their assets. To achieve this goal, it is critical to design an income plan that effectively takes assets that have been accumulated over years and repositions those assets for distribution. By evaluating a client’s assets from a tax, estate planning and cash flow perspective, we can confidently position a client’s assets in order to generate their desired amount of income.


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Insurance planning

Oftentimes, a client goal will be to mitigate or eliminate certain financial risks and sometimes insurance is the best way to do just that. Our insurance planning process stems from our financial planning work. Part of gaining a complete understanding of client’s financial situation is identifying their exposure to certain risks and whether their current insurance coverage offers sufficient protection. Should an insurance need be identified, we work with clients to find and secure the necessary coverage.

Our Team

Ryan Flynn, JD, CFP® Photo

Ryan Flynn, JD, CFP®

Financial Advisor
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Ryan Flynn, JD, CFP®

Financial Advisor

In his 15 year career in financial services, Ryan has worked with clients that range from the ultra-high net worth to the young professional. He specializes in working with clients who have recently received large lump sums from real estate transactions, employer bonuses, insurance or divorce settlements as well as inheritances. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Ryan is member of the Washington State Bar Association. He earned his law degree (JD) from Seattle University School of Law and his bachelor’s degree in finance from Santa Clara University.

Ryan and his family live on Mercer Island. In his free time, Ryan enjoys spending time with his family, snow-skiing, playing golf and tennis.

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Check out Ryan's background at FINRA's BrokerCheck

James Schacht, CFP® Photo

James Schacht, CFP®

Financial Advisor
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James Schacht, CFP®

Financial Advisor

James is a Pacific Northwest native and has spent the last few years working in high-level client service. Prior to joining Flynn Financial Group, James worked in retirement plan administration for a major insurance and benefits provider. Now as a Financial Advisor, James makes an impact at Flynn Financial Group by managing client accounts, creating financial plans and investment performance reports as well as trade execution. He is a CERTIFIED FINANCIAL PLANNER™ professional and has a keen focus on providing exceptional client service. James is a graduate of the University of Washington with concentrations in entrepreneurship and finance. 

When he is not in the office, James spends time enjoying the Seattle city life. Some of his interests include basketball, playing guitar, and reading.

Check out Jame's background at FINRA's BrokerCheck

Contact

ADDRESS

7525 SE 24th Street Suite 530
Mercer Island, WA 98040

EMAIL

ryan.flynn@raymondjames.com

PHONE

206-284-5300

FAX

206-388-4436