Firm Profile
At John K. Flaherty & Associates, Ltd., we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
We provide a variety of services including:
Our client base is heavily concentrated in high income, high net-worth individuals and their closely-held entrepreneurial businesses, as well as in the financial services/commodities and securities industry.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
Asset allocation does not guarantee a profit or protection from losses in a declining market. Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. John Flaherty, Representative. Tax services offered through John K. Flaherty & Associates, Ltd. John K. Flaherty & Associates, Ltd. and Securities America are unaffiliated. Securities licensed in: CT, DE, FL, GA, IL, IN, NY, PA.
We provide a variety of services including:
- Income Tax Preparation for all types of businesses, and individuals
- Personal financial tax planning and consultation
- IRS and Tax Court representation on tax litigation matters
- IRS and State Audit Representation
- QuickBooks setup, support, and training
- Business startup services
- Monthly bookkeeping
- Investment planning and asset allocation strategies
- Dealing with third party money managers
- Retirement plan design and implementation, including PSP, MPP, and 401(k) plans
- Buy/sell funding arrangements
- Group and individual health and life insurance plan design and placement
- Financial statements - making sure your financial records are timely and accurate
Our client base is heavily concentrated in high income, high net-worth individuals and their closely-held entrepreneurial businesses, as well as in the financial services/commodities and securities industry.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
Asset allocation does not guarantee a profit or protection from losses in a declining market. Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. John Flaherty, Representative. Tax services offered through John K. Flaherty & Associates, Ltd. John K. Flaherty & Associates, Ltd. and Securities America are unaffiliated. Securities licensed in: CT, DE, FL, GA, IL, IN, NY, PA.
