Steven O'Flynn, Social Security & Medicare Planning Advisor
Steven O'Flynn
Investment Advisor Representative, Elevated Financial Management
www.elevatedfinancialmanagement.com
Professional Profile
Meet Steven O'Flynn, a trusted Investment Advisor Representative at Elevated Financial Management in Renton, WA. With over 25 years of experience in financial services and business management, Steven is dedicated to empowering families and business owners to confidently navigate the complexities of insurance and investments. Originally from Coventry, England, his vast expertise sets him apart in the competitive financial landscape.
Steven O'Flynn holds both the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, reflecting advanced training in retirement income and Medicare cost planning.
Steven's journey in finance began with establishing a commercial insurance brokerage in Derbyshire before moving to the United States, where he refined his skills with esteemed firms like Edward Jones and Morgan Stanley. This rich background culminated in the founding of his own Registered Investment Advisory firm, allowing Steven to develop a comprehensive approach to financial advising that truly benefits his clients.
At Elevated Financial Management, Steven specializes in crafting personalized retirement income strategies, developing robust financial plans, and providing in-depth Social Security analysis. His proficiency in facilitating Roth conversions and expertly managing asset allocations across taxable, tax-free, and tax-deferred accounts ensures that his clients receive tailored advice designed to meet their unique financial goals.
Whether you’re looking to secure your future or optimize your financial strategy, trust Steven O'Flynn’s experience and dedication to guide you every step of the way. Connect with Steven today and take the first step towards achieving your financial aspirations.
Contact Steven
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.