Company Overview

Finn Financial Solutions is an insurance and financial firm providing medical professionals, business owners and families with customized solutions for their financial needs. The core of what we do is to help busy people implement the right financial strategies at the right time to secure their families’ futures. This requires a lot of time spent listening and clarifying where our clients are in their story about money in relation to where they are going. We identify core areas where our work can accelerate their progress while protecting the things that matter most. Finally, we guide the implementation of those strategies to make sure the work is accomplished.

Our clients are people of high character who care deeply about their loved ones and have the discipline to make the strategic decisions today that will help allow them to reach their future goals. Our firm also makes decisions based on our inner strength of character and only makes recommendations in the best interests of our clients.