The Financial Services division of KorthaseFlinn is one of the fastest growing financial services firms in Northern Michigan . In addition to a comprehensive suite of products, the professionals at KorthaseFlinn have outstanding credentials and deliver impeccable personalized customer service.
In many traditional financial services firms, the primary focus is on sales, with service often being treated as a secondary priority. At KorthaseFlinn, this traditional model is reversed. Our professionals are in continuous contact with our clients, whether answering questions about 401(k) plans, establishing Individual Retirement Accounts, developing investment strategies, or discussing Estate Planning issues.
Our financial professionals hold professional designations including CPA, MBA, NASD Series 7, 24, 26 and 63 Securities licenses, and Life Insurance and Variable Annuities licenses. We bring this expertise to bear on behalf of our clients in many facets of their business and personal finances.
At KorthaseFlinn our business clients range from sole proprietors interested in tax sheltered asset accumulation to small firms that require life insurance for key employees or to fund Buy-Sell Agreements, to large multi-site corporations utilizing advanced strategies based on combinations of Qualified and Nonqualified Plans and Deferred Compensation Arrangements. Regardless of your company's size, our financial services professionals have the products and expertise available to help you accomplish your goals.
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Simple IRAs |
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SEP-IRAs |
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Life Insurance |
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401(k) Plans |
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403(b) Plans |
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Defined Benefit Plans |
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Supplemental Executive |
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Retirement Plans |
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In addition to our business clients, KorthaseFlinn provides investment and retirement services to individual investors and employees. Whether you are just getting started with your financial strategies and investments or are approaching retirement and are ready to start making withdrawals from existing accounts, we can help you make sure you are on the right path. The following are some of the products and services that we offer our clients:
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Traditional IRAs |
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Annuities |
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Investment accounts including stocks, binds, mutual funds |
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Roth IRAs |
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College Savings Programs |
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Rollover IRAs |
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Life Insurance |
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Each KorthaseFlinn Financial Services team member is required to participate in ongoing professional development and training programs to ensure that our knowledge and technical expertise remain current in the face of legislative and industry changes. Our professionals at KorthaseFlinn strive to deliver a level of service that is virtually unparalleled in our region.
Securities offered through Princor Financial Services Corporation, 800-247-4123, member SIPC, Des Moines , IA 50392 . KorthaseFlinn is not an affiliate of Princor®.
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