Estate and Trust Services

Flavin Nooney & Person, CPAs and Advisors

Financial Planning for Peace of Mind

estate and planning

Whether you are planning for retirement or need experienced investment and wealth advisory services, Flavin Nooney & Person CPAs and Advisors can help. Since 1989, we have been providing quality, personalized estate and trust guidance to valued clients. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve their future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. We are adept in estate planning, business succession, planning for education, charitable giving, generational transfers of wealth and inter-generational transfers of wealth.