Love managing your investments but hate the second-guessing?
You want to make the most of every dollar and your retirement years.
So it’s understandable to want clarity about the big questions…
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Can I retire on my timeline?
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Are there tax opportunities I’ve missed?
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Am I overpaying in fees?
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Will my retirement savings last?
Get the best of both worlds:
Make your own decisions, backed by sound guidance.
Hiring an advice-only financial planner gives you a strategic collaborator without any hidden fees or agendas.
No Conflict of Interest
The only thing I’m selling is expertise.
No products. No commissions.
Impactful Tax Strategies
Keep more of your hard-earned dollars with maximized tax planning (and preparation) for the long run.
Year-Round Support
Because when life shifts, your financial plan should flex, not fall apart.
I think through the nitty-gritty so you don’t have to.
“You’ve earned, saved, invested, and planned, and you’ve done a great job. But you can’t expect yourself to master every detail of retirement planning. That’s why I partner with savvy, hands-on investors who know that expert planning advice gets them even further.”
— Jason Flynn, CFP
(Numbers Nerd)
ABZ Financial Planning
Kind Words from Happy Clients
"Jason took us from feeling overwhelmed and worried about our financial situation, to feeling completely confident in our plan moving forward. He did an amazing job of first understanding our future goals, and then crafting detailed, nuanced advice around them. All of his deliverables to us were extremely organized and comprehensive, and he was a pleasure to work with in general. I'd highly recommend him to anyone looking for fee-only advice."
— Marco, IT Professional
"Just to let you know your assistance over the last 10 months is very much appreciated. You have guided me through all of this and supported me both emotionally and mentally. I always feel a sense of relief after talking/meeting with you. Hard for me to put into words how much I appreciate your help."
— Blaine, Retiree
"Thank you Jason. You made it easy. We feel so much better not having this looming over us. You put the needs of my family first and explained everything promptly and politely. Excellent service.”
— Jon, RCMP Member
1. Book a call
Every good relationship starts with a conversation. I’d love to hear your story, answer your questions, and make sure we’re a good fit.
2. Get an objective review and sound recommendations
I’ll dig deep to ensure every branch of your financial life is working toward your short and long-term goals.
3. Breathe easier with every financial decision you make
Know you’ve got a specialist helping you create strong financial roots for every season of life and movement in the economy.
Every confident investor deserves an unbiased expert to help them think, plan, and feel more peace about their future.
Managing your investments on your own feels rewarding, especially when you have a good handle on your goals and your options. But even seasoned, independent investors want a little more clarity and a second set of eyes on their financial plans. And that is where advice-only planning fills the gap. You stay in charge, and you gain a collaborator who helps you build a strategy that maximizes your money.
As an advice-only planner, I get paid for insight, not product sales. That means you get guidance that is never influenced by commissions or sales incentives. My transparent fee structure is a pretty great way to operate for both of us.
With professional retirement guidance, tax planning, and ongoing support, your finances can grow strong roots. And if life shifts, your plan can adapt, keeping you grounded through every season.
If you are an independent investor, I want you to know that you do not have to go it alone.
You have worked hard for your money, and it should work just as hard for you. And together, we will fine-tune a strategic plan that helps you thrive in retirement.
Reach out today and let us talk about your life, your goals, and the details that make it all possible.