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Personal planning for the years ahead

Planning That Feels
Like Home

Retirement decisions are personal. We take time to learn what matters to you, then help you plan with the people you love in mind.

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A welcoming covered front porch with wooden chairs, a small table and potted flowers
Charlie, a German Shepherd
CharliePaws-itive Experience Officer

Our story

Rooted in Relationships

2005Flaherty Financial Group opened

At Flaherty Financial Group, our clients aren’t account numbers — they’re people we genuinely care about. From the very beginning, John has believed that the best way to help someone plan for retirement is to get to know them: their hopes, their worries, and the people who matter most to them.

Some of John’s very first clients were his own parents, and that experience shaped everything about how we work today. We treat every client the way we would want our own family treated, with honesty, patience and a listening ear. Whatever comes next for you, we’ll be right there alongside you, listening and planning together.

Portrait of John Flaherty, President and Founder of Flaherty Financial Group

Meet our founder

John Flaherty

President & Founder

John has spent more than 30 years in financial planning and insurance, and he takes real pride in knowing his field well and looking after each client personally. In 2005, after a long stretch at large financial institutions, John launched his own firm so he could work with people one-on-one and help them plan for the retirement they picture for themselves.

Over the years, John has been invited to speak at industry events around the country, sharing financial strategies with audiences from coast to coast. John is an Investment Adviser Representative with Brookstone Capital Management and holds multiple industry licenses. John studied business administration at the University of Nevada, where he earned his bachelor’s degree.

Away from the office, John and Tiffany are the proud parents of two daughters, and traveling together is one of their favorite things to do. You might also find John out on a walk with his German Shepherd, on the golf course or pickleball court, making music, or volunteering at church and around the community.

The people behind the plans

Say Hello to Our Team

A small, close-knit team that gets to know you by name.

Portrait of Tiffany Flaherty, Office Manager

Tiffany Flaherty

Office Manager

Tiffany has more than 20 years of office administration experience, and for the past 15 of them she has worked side by side with John. She keeps the office running smoothly: refining how things get done, overseeing detailed budgets and helping create a workplace people enjoy being part of. No task is too big or too small for her, and she gives each one the same care and attention. Her skill set includes accounting and human resources experience, and she holds an insurance license.

Traveling is high on her list of favorite things, along with time spent with family and her pets — Charlie, the German Shepherd, especially.

Portrait of Ella Duran, Relationship Manager

Ella Duran

Relationship Manager

Ella pairs real-world experience with genuine warmth, and she cares about getting the details right for every person she helps.

She earned an associate degree in business at Pierce College, where she was named to the dean’s list, and more recently finished her bachelor’s in business at Southeastern University. Her customer service career spans more than 10 years and many different industries. Today she is your go-to contact for client service questions and for getting started as a new client. As an insurance-licensed professional, she can help answer your questions and take care of your requests.

At church, Ella gives her time to both the hospitality team and the children’s ministry. Art is her outlet: give her a free afternoon and she’ll be sketching, painting or working on a craft project. At home, Ella is a wife and a mom of three.

Our furry team members

Toast, an orange-and-white cat, the firm’s Chief Napping Officer

Toast

Chief Napping Officer (CNO)

Toast is one of the furry friends who keep spirits high around here. Toast was a tiny newborn when someone found him outdoors in Richardson, Texas, and he needed urgent care right away. These days he takes his job seriously: tracking down every patch of sunshine for a nap and wrestling with his collection of toys. He has a curious, adventurous streak, yet a warm lap is always where he ends up for a snooze.

Charlie, a German Shepherd, the firm’s Paws-itive Experience Officer

Charlie

Paws-itive Experience Officer (PEO)

Charlie is a big part of the Flaherty family, and her family will happily tell you how much they adore her. Car rides are her favorite adventure. The second she hears keys jingle, her tail starts going, and whether the destination is the park or a long scenic drive, she is thrilled just to be along for the ride.

Back at home, Charlie is an expert at a good game of catch. She is as loving as she is adventurous, and she seems to know when someone could use a little cheering up — showing up with a gentle cuddle, a wagging tail or a cheerful bark that lets you know she’s got your back.

Flynn, a black cat, the firm’s Chief Snack Officer

Flynn

Chief Snack Officer (CSO)

Flynn turned up near the neighborhood pickleball courts and has since become the newest Flaherty. Food is his top priority. When his bowl is empty, you’ll usually find him playing with his brother, Toast.

How we work together

Your Path to Retirement

Planning for retirement can start with one easy conversation. Our simple three-step process helps us build a financial strategy around you and your retirement goals.

Your Story

We start by listening. Over a relaxed conversation, you’ll tell us what you picture for retirement, what you’re working toward and what’s on your mind, so we can understand you as a person first.

Your Snapshot

Next, we look at where things stand today. Side by side, we’ll review your accounts and resources, spot anything that may be missing and talk through what it could take to reach the retirement you have in mind.

Your Strategy

Then we build a personalized plan around the goals you shared. We don’t hand it over and disappear: as your life changes, we’ll keep checking in and make adjustments together.

The result: a plan shaped around your goals, so retirement can be more about the people and pastimes you love.

What we offer

Services Built Around You

As an independent firm, we aren’t tied to a single company’s products. That gives us room to look across many options and approaches and shape a strategy around your needs — whether retirement is decades away or right around the corner.

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  • Creating Income From Your Savings

    Ready to start drawing on what you’ve saved? We’ll help you plan how and when to use your savings so they can provide an income stream designed to last throughout retirement.

  • Comprehensive Wealth Management

    For clients with substantial assets who want one coordinated, big-picture view of their finances, we offer a range of services in a single place.

  • Annuity Options

    Annuities come in many varieties and can be customized in different ways. We’ll walk you through the choices side by side so you can see how each one fits your needs.

  • IRA & 401(k) Rollover Reviews

    Have an IRA or 401(k) and wondering about a rollover? We’ll sit down with you, look at those accounts and talk through whether moving them fits your situation.

  • Employer 401(k) Plans

    Offering a 401(k) can help your employees save for their own futures. We’ll guide you through getting a plan up and running.

  • Preserving What You’ve Built

    Together we’ll design a strategy aimed at reducing your exposure to risks such as market downturns, inflation and limited access to your money.

  • Life Insurance Planning

    Life insurance can be a valuable part of a broader financial plan, both for your own needs and for the people who depend on you.

  • Investment Strategies

    Some people like a hands-off approach; others want to be closely involved. Either way, we can help you build an investment strategy that fits your goals and how much risk you’re comfortable taking.

  • Planning Your IRA Legacy

    We’ll explain strategies you can use so the assets in your IRA are directed to the people and causes that matter most to you.

  • Preparing for Future Care Needs

    Thinking ahead about possible long-term care needs can bring peace of mind now and make things easier for your family later on.

Looking for help outside our areas of focus? We can introduce you to specialists in: Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

You’re not the only one wondering

Questions We Hear All the Time

  • “Am I saving enough to ever stop working?”
  • “What if my money runs out before I do?”
  • “How do I know if I’m on track?”
  • “Can I keep living the way I do now after I retire?”

If any of these sound familiar, let’s talk them through together. A plan built around your life can help you approach retirement with more clarity.

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Come say hello

Find Us in Washington and Texas

Wherever you call home, we’re here for you. We proudly serve clients throughout the United States.

Sumner, Washington

920 Alder Avenue, Suite 208
Sumner, WA 98390

The Woodlands / Spring, TX

2001 Timberloch Place, Suite 500
The Woodlands, TX 77380

McKinney, TX

7300 State Hwy 121, Suite 300
McKinney, TX 75070

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