About Us

Michael J. Flynn, MSFS
Senior Client Adviser

Mike graduated from the University of California at Santa Cruz and attained a Master of Science in Financial Services degree from the American College in Bryn Mawr, Pennsylvania. He began his professional career and established the firm in 1988, after completing service as a U.S. Army officer. For the last 20 years, the firms clients' have applauded Mike's refreshing values-based and client-centric process. Mike lives in Santa Cruz County with his wife and children and is active in community affairs. He serves clients throughout California, Arizona and Texas.

 

 

Michael J. Flynn, Jr
Client Adviser

Michael graduated with honors from San Jose State University and began his professional life in the Investor Relations department of a global public relations firm in San Francisco's Financial District.  Michael joined the firm in 2005 because the firm's values-based approach complements his strong desire to ensure that individuals, families and businesses secure their financial future.  Michael lives in Santa Cruz County with his wife and children and is active in the community. Michael serves clients throughout California, Arizona and Texas.

 

With a vast amount of large money management firms in the United States and over 22,0001 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, we can help simplify the process.

At Eagle, we typically use a fee-based, "assets under management" approach, which helps to ensure that our interests are always aligned with yours - to protect and grow your investments.

Through our various investment programs we can personalize your investment portfolio to help you meet your financial goals. All of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon percentage of assets under management.

Based on your individual goals and objectives, we can help you select the type of program best suited to help you achieve your investment goals.

1 Morning Star, 10-25-06

 

 

The Nautilus Group works with members' clients who have complex needs, requiring state-of-the-art estate planning strategies and individually customized analyses. The Nautilus Group brings something more to the table: services and solutions that go beyond those offered by other estate planning organizations.

Nautilus represents an alliance of two significant talent pools:

  • A national network of sophisticated, experienced insurance and financial professionals.

  • A staff of professional consultants specializing in law, tax, accounting and insurance.

and includes experts in many areas, such as estate conservation, business continuity, executive benefits and retirement income planning.

Estate Conservation - Unless an estate plan is carefully developed, taxes can dramatically impact an estate. A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. Nautilus works with clients and their professional advisors to analyze current financial status and assess the potential impact of federal and state transfer taxes. With this as a baseline, strategies are developed to meet estate planning goals in coordination with personal philosophies and family needs.

Business Continuity - A lifetimes of work goes into the development of a successful business. Often making it the client's most valuable financial asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. Nautilus offers innovative strategies for the continuation of the business that address the needs of each family member.

Executive Benefits - Most successful business employ talented executives whose contributions to the bottom line are crucial. To ensure continued success, it is essential to attract and retain high-caliber people. Nautilus can suggest benefits packages that effectively retain key employees as well as attract new ones.

Retirement Income Planning - Nautilus can identify a variety of financial strategies that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments to provide for a rewarding retirement.

Other Needs - Each client's financial situation is unique. Nautilus addresses a variety of topics such as philanthropic opportunities and financial, business, tax and family issues. For example, many clients find health issues can make needed life insurance difficult to obtain. Nautilus can maximize a client's options in this area through its specialized service capabilities. Nautilus also uses extensive research to assist clients' advisors with unique technical issues that may arise during the planning.

 

Please use the contact us button to e-mail us.

 

Neither the staff nor the members of The Nautilus Group may offer legal, tax or accounting advice. Our role is to educate and motivate clients and their advisors in addressing critical planning issues.