Dane Flanigan Financial Advisor

Dane Flanigan Financial Advisor Helping my clients reach their financial goals.

How can we have a better 401k?
08/25/2026

How can we have a better 401k?

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How can Life Insurance be used as a Business Tool?
08/20/2026

How can Life Insurance be used as a Business Tool?

raymondjames.com

What is a Social Enterprise?
08/19/2026

What is a Social Enterprise?

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As a business owner there are a few options when it comes to selling the company.
08/12/2026

As a business owner there are a few options when it comes to selling the company.

raymondjames.com

For our small businesses a Qualified Small Business Stock might be a great niche for you.
08/03/2026

For our small businesses a Qualified Small Business Stock might be a great niche for you.

raymondjames.com

I would diffidently love to but a place in CDMX for part of the year in retirement - what about you, any thoughts?
07/14/2026

I would diffidently love to but a place in CDMX for part of the year in retirement - what about you, any thoughts?

raymondjames.com

If you're self-employed and it's just you running the business, what are the benefits of a Solo 401(k)?
07/01/2026

If you're self-employed and it's just you running the business, what are the benefits of a Solo 401(k)?

raymondjames.com

529 Plans - What are the total benefits?
06/08/2026

529 Plans - What are the total benefits?

raymondjames.com

What hot topics are shaping the market outlook. Our Chief Investment Officer, Larry Adam, discusses it.
05/22/2026

What hot topics are shaping the market outlook. Our Chief Investment Officer, Larry Adam, discusses it.

raymondjames.com

05/13/2026

Discussion on business lending - what do you think?

raymondjames.com

Address

301 N Lake Avenue Ste 1150
Pasadena, CA
91101

Telephone

+18334620720

Website

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