Flaherty Financial Group

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Flaherty Financial Group Serving the Greater Puget Sound Area. Plan Smart Retire Well. BCM and Flaherty Financial Group are independent of each other.

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Insurance products and services are not offered through BCM and are sold through individually licensed and appointed agents.

Some simple, inexpensive energy-saving tips that may help you save money.
10/16/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

With great wealth comes even greater questions. Learn more in our article.
10/12/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
10/09/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Ever heard of a Roth 401(k)? Would one be right for you?
10/05/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
10/02/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Have a kid heading off to college? Here are a few tips.
09/28/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
09/25/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Do your kids have the right stuff for college?
09/21/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
09/18/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/14/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Address

920 Alder Avenue Suite 208
Sumner, WA
98390

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Telephone

+18884824421

Website

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