Money is a general language globally, and from what Joshua H. Flanagan has experienced, many people have limited basic knowledge about money. In his experience, many people were never shown the difference between a financial planner, insurance broker, and asset manager. Joshua Flanagan has seen it all and has realized that many people do not know what a financial advisor does; thus, they do not know what to expect from their financial advisor.
Joshua H. Flanagan is a financial planner of repute, and his current job as a Managing Director at Commonwealth Financial Group is all about educating and empowering clients to make economically efficient decisions. He is taking a whole new approach to financial planning and taking it beyond making a commission. He cares about clients and is working hard to make sure they get the help they want. For him, financial education does not get enough coverage as many people are not educated about what they should have and how to get it.
He runs an exclusive financial planning practice where he provides white-glove financial planning services to various clients. He has also worked as a Supervising Agent at American Income Life and as an Assistant Vice President at Citizens Investment Services in Newton Centre. Besides these job positions, he has developed strategic alliances with licensed bankers, private wealth investors, mortgage loan officers, and relationship bankers.
He has witnessed firsthand how uninformed many people are about their finances, and he is ready to change that. In his words, “I focus on true financial planning. I do not make it all about selling products to my clients; instead, I focus on a client’s journey and experience. I focus on educating my clients on their financial situation to a point where they can thoroughly articulate exactly why we are executing a strategy.”
When Joshua H. Flanagan tells people he is a financial planner, they have no idea what he does as they lump him together with insurance brokers and asset managers. With his knowledge, he wants to educate people on why they should want a financial planner separately from asset managers and others.
Joshua H. Flanagan is client-centric, and he strongly believes that the only way to drive real change is by walking with the clients hand-in-hand and giving them an experience. Joshua is not about the commission that he stands to gain but all about relationships solving all his clients’ problems. Joshua H. Flanagan is positioning himself and his brand to have a strong presence in the financial education space. He wants to help his clients achieve success through quality experience and professional service.
For more information on financial planning with Joshua Flanagan, you may visit this website and their license page. Learn more about Joshua by going to his website, Facebook, Twitter, and LinkedIn. Connect with him through his calendar, or give him a call at 857-260-0815 or send an email to [email protected]. Joshua Flanagan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: (101 Federal St, Suite 800, Boston, MA 02110 617-439-4389). CRN202210-272817.
