My desire to help others, combined with my financial background and problem solver mindset, naturally led me to a career helping families navigate complex financial matters and develop planning strategies to pursue the outcomes they desire. Having experienced the financial crisis while studying finance at Florida State University I saw first-hand how the financial markets, and the decisions made during these times, impacted those closest to me. With many factors outside of their financial situation, including their investment personality and resulting behaviors, determining how things turned out for them I knew that putting things in the context of an overall plan would help others avoid the same pitfalls. This has led me, in conjunction with my team, to adopt a planning-based approach for everything we do and to amass the resources needed to facilitate the planning process for the unique needs of the clients we serve. We begin with organizing all matters financial and personal. Then we define and refine what is important to you. In developing a thorough understanding of your overall situation, priorities, goals and investment personality we can then identify any strategies that will be additive to your situation and design plans to achieve them. Feel free to contact me with any financial questions. I am happy to help and will do my best to connect you with the resources you, your family and/or business needs. For more information you can access the following link to my website: https://fa.ml.com/TheLimberisFlannaganGroup 