Coordinated and Integrated Financial Solutions

Financial Planning

She earned CFP® designation in 2008.  CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.  In addition, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. 

Investment Advice

Finn Financial Advisory Group, Inc., Registered Investment Advisor (RIA) was formed in 2011.  As an independent investment advisory firm, we can provide a wide variety of investment choices that can be tailored uniquely to you.  A Registered Investment Advisor (RIA) has a legal obligation to act in your best interests at all times; our recommendations to you must be both suitable for you and always in your best interest.

Insurance Planning:

Kathleen Finn has held her Life and Health Insurance license since 2005 and is currently licensed in DC, VA, MD, CA, CO and FL.  She is licensed to advise on and provide life insurance, health insurance, disability (income replacement) insurance and long-term care insurance.  She also works closely with property / casualty insurers to ensure that all assets are protected.

Tax Preparation and Planning:

Kathleen Finn earned Enrolled Agent status in 2009.  Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

Kathleen Finn, CFP®, EA, Principal, Finn Financial Advisory Group, Inc, has been working in the financial services industry since 2004. She provides comprehensive financial planning advice and has expertise across key financial aspects including:  

Finn Financial Advisory Group, Inc.