A more comfortable approach to financial planning

The complexities that accompany your financial matters can be intimidating enough on their own. It’s why you should feel at home with the people giving the guidance you seek, and feel comfortable about asking any questions on your mind.

At Flanagan Andrus, our team takes pride in truly understanding our clients and what’s important to them, and then tailoring our thoughtful and straightforward advice to them. So whatever you’re planning for, whether building a business, establishing a family foundation or preparing for retirement, consider how good it could feel to have a trusted financial team you can truly talk to.

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We are not part of any bank or brokerage, nor do we have any private equity or outside investors. The only debt (and it’s truly outstanding) on our business is that of gratitude we owe to our clients.

The ends of our days unite us as much as our early huddles over a planning session. We are aligned by the same belief system, set of personal values, and the desire to enjoy each family moment.

More powerful than any laws or regulation is a simple desire to do the right thing. At the end of the day, our number one priority is simply taking care of people.

We believe in measuring progress of a plan rather than being bullish or bearish, or beating the market.

The greatest asset of all is more time to spend in your own way with complete peace of mind.

Price is what you pay, value is what you get.

Takes 20 years to build a reputation, and five minutes to ruin it.

meet Our Team

Greg Flanagan, CFP®
Financial Advisor
Josh Andrus, AAMS®, CPFA, CPFATM
Financial Advisor
Hershel Flanagan, CLU®, ChFC®
Financial Advisor
Jane Vogel
Office Assistant
Jennifer Bennett
Jennifer Bennett
Financial Advisor
Joy Henard Bio Image
Joy Henard
Branch Associate
Alia Strudthoff Bio Image
Alia Strudthoff
Branch Associate

FINANCIAL Planning

Financial planning is an ongoing process designed to help you achieve your goals by making smart decisions. It begins by evaluating your financial situation, identifying your goals, and creating a plan for pursuing them.

RISK Management

A comprehensive financial plan must consider and prepare for the unexpected such as accidents, illnesses and disability. Our team will help you think ahead and prepare contingency plans to address them.

RETIREMENT Planning

Preserving your wealth and maintaining your standard of living are among your highest priorities. The possibility of spending 30 years in retirement requires careful planning and disciplined investing.

Information & insight

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How to inspire charitable values for generations to come.
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“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Flanagan | Andrus is not a registered broker/dealer and is independent of Raymond James Financial Services.

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