Welcome to 2019
 
New Video on Our YouTube Channel
January 23, 2019 - Despite the few still-adorned-with-Christmas-lights homes in our neighborhood suggesting otherwise, the holiday season has officially ended and we're into another new year.

I hope your holidays were grand and your January credit card bills modest.

If one of your New Year's resolutions involved getting a better handle on all things financial, a good place to start is with our latest 12-minute educational video:

"Sequence of Returns Risk: Its Impact on Your Future"
Sequence-of-Returns Risk

This presentation will help you better understand perhaps the biggest, most underappreciated and least talked about risk you face when you have a fixed sum of money and need it to last a lifetime.

You may recall me discussing this topic in our March, 2017 newsletter "Just Your Average Performer." At that time, the market had yet to take its 2018 acid trip.

But for a year now, we've been living with an extremely volatile, "tremendously overvalued" market which is why I'm sending out this clarion call that you could be on the verge of losing control of your future and not even realize it.

If you have a sum of money you simply cannot afford to lose, watch this video!

For additional reading, you'll also want to check out the excellent research paper I reference in my presentation:


Come on in, the water's fine

If it's been awhile since you've thought about structuring a settlement or an attorney fee, you will like the direction these staples of the personal injury settlement industry have taken in recent months.

While the market has been rising and falling with dizzying and unsettling consistency, our clients have been locking in to tax-advantaged guaranteed future income streams with exceptional risk-appropriate returns.

Each case is different but if safety, security and guaranteed income appeal to you, let us see if we can help you take control of your future.

Coming soon

Don't forget: Next week is Claims Professionals Appreciation Week. If you're on our newsletter distribution list, there's a good chance your life is better because of those who work in this noble profession.

Finn Financial Group celebrates its 10th anniversary in 2019! We're looking forward to toasting, in a few short months, to all of the success we've had thanks to YOU, our valued clients.

Hope you enjoy the video. Let us know what you think! 
Thank you for the opportunity to be of service and best wishes for continued success in your personal and professional lives. Here's hoping 2019 is your best year yet!

Dan Finn, CPCU, MSSC™, RICP®
Master's Certified Structured Settlement Consultant™
Retirement Income Certified Professional®

NOTE: This newsletter is presented for educational purposes only using material freely available in the public domain and should not be construed as tax or legal advice. All rights reserved.

Our Services

The Finn Financial Group provides customized, guaranteed future income options and ancillary services to a variety of clients throughout the United States. We pride ourselves on our commitment to the overall financial well-being of the individual. For a greater understanding of the services we provide, click on your area of interest.

Click the image to the right to watch a short intro video about The Finn Financial Group or visit us at:

 
About Finn Financial Group 
 

The Finn Financial Group is a full-service, specialty planning firm with a commitment to ensuring the long-term financial stability of its clients. We believe this can best be achieved through a stream of guaranteed, tax-advantaged payments carefully tailored to each individual's specific needs. Our diligent work has resulted in a long list of satisfied clients across all lines of advocacy and a high degree of trust. 

 

Impacted by a Hip Recall?  

 

If you have been impacted by the recent DePuy ASR Hip Recall, Finn Financial Group is here to help. 

 

Find out more and watch an informative video now at  www.ASRHipSettlement.com.

Dan Finn, CPCU, MSSC™, RICP® | Finn Financial Group, LLC | 949.999.3322 FinnFinancialGroup.com | CA Insurance License: 0A96173

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