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Linked In Pp.

  1. 1. Hinrichs Flanagan Financial Personal Financial Advisor. Personal Solutions include: • Estate Analysis • Retirement Planning • College tuition funding products • Financial Resource Analysis • Financial Planning Business Solutions include: • Executive Fringe Benefits • Employee Benefit Programs Daniel Lonon • Business Continuation Planning *Securities, investment advisory and financial planning services offered through duly authorized Registered Representatives of MML Investors Services, Inc., member SIPC. 6101 Carnegie Blvd, Suite 400, Charlotte, NC, 28209, 704-557-9600.
  2. 2. “What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.” About me. My name is Daniel Lonon and I work as a financial Advisor for Hinrichs Flanagan Financial in Charlotte NC. I hold My NC Life, Health, and Medical Long Term care insurance license. I have a passion for helping others reach their financial goals through tailored strategies designed around their specific situations.
  3. 3. Hinrichs Flanagan Financial Our Firm: Based in Charlotte, Hinrichs Flanagan Financial serves as a general agency for Massachusetts Mutual Life Insurance Company. When Philip Howerton founded our firm in 1935, he believed that an organization could best serve the needs of its clients by first selecting honorable and trustworthy associates, and by assisting those associates in their professional development.
  4. 4. We understand the demands that are placed on your time. For that reason, we have assembled a team of highly professional insurance and investment* specialists, who, through the coordinated efforts of our Financial Representatives, Senior Associates, and Department Specialists, are able to efficiently address all of your business and personal financial needs. Our firm has many long-term associates and has been under the direction of only four General Agents since 1935. We take great pride in our history and are thankful for the foundation we build from today. To help guide us, not only today but into the future we make decisions based on five principles: •Integrity and Honesty •Passion •Accountability •Service to Others •Professionalism Although our purpose hasn’t changed over the years, a lot in our organization has. We now serve more than 52,000 policy holders and we’re proud of the fact that more than 92 % of our clients come back to do business with us again.
  5. 5. Hinrichs Flanagan Financial Contact Information Phone: (704) 557-9600 Toll Free (800) 289-1846 Fax: (704) 557-9670 Where are we located 6101 Carnegie Blvd., Ste 400 Charlotte, NC 28209
  6. 6. A closer look at Hinrichs Flanagan Personal Solutions. Investment Products* Estate Analysis •Mutual Funds •Non-Qualified Retirement Programs •Unit Investment Trusts •Tax Reduction Strategies •Variable Annuities •Charitable Giving •Direct Participation Programs Retirement Planning •Securities Brokerage Services •Individual Retirement Accounts (IRAs) -- •Fixed and Variable Annuities* College Tuition Funding Products •Retirement Needs Analysis •College Costs Analysis •Tailored Retirement Strategies •Analysis of Investment* Alternatives •Long Term Care Insurance •Insurance and Investment Plans*
  7. 7. Financial Resource Analysis •Life & Disability Income Insurance Needs •Analysis of Savings and Investments* •Retirement Income Needs •Budget & Cash Flow Study Financial Planning* •Life & Disability Income Insurance Needs •Analysis of Savings and Investments* •Retirement Income Needs •Budget & Cash Flow Study •Estate Analysis *Securities, investment advisory and financial planning services offered through duly authorized Registered Representatives of MML Investors Services, Inc., member SIPC. 6101 Carnegie Blvd, Suite 400, Charlotte, NC, 28209, 704-557-9600.
  8. 8. A closer look at Hinrichs Flanagan Business Solutions. Executive Fringe Benefits •Executive Bonus Plans •Split Dollar Insurance •Deferred Compensation Funding •Salary Continuation Plans •Non-Qualified Executive Fringe Benefits Employee Benefit Programs •Pension, Profit Sharing and 401(k) Plans •Payroll Deduction Plans •SIMPLE IRAs •Non-Qualified Retirement Programs Business Continuation Planning •Charitable Giving •Buy - Sell Strategies •Family Business Succession Planning •Key Person Insurance
  9. 9. So many things in life are uncertain, don’t let your future be one of them.
  10. 10. “Sometimes it’s the smallest decisions that can change your life forever” Let Hinrichs Flanagan be one of those decisions Daniel Lonon (828) 442-0622

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