Flow Financial

Specialties

Flow Financial is an insurance advisory firm offering innovative advice and services for business owners and affluent individuals who wish to protect and enhance their wealth while reducing taxes.

History

Established in 2010.

Founded by Joshua Rudolph after several years of working as an independent insurance advisor. Joshua realized that many affluent individuals and small business owners are either unaware or are being under-​served with their current life insurance policies. He decided to start up Flow Financial to address these needs and provide a higher standard of service for these individuals.

Meet the Business Owner

Joshua R.

Business Owner

Joshua joined the financial services industry after having worked for more than 10 years in real estate development, investment and management and 3 years in the general insurance industry. Joshua works primarily with entrepreneurs, professionals and business owners, to implement strategies that reduce taxes, accumulate capital and prepare for the future in a highly secure and tax-​efficient manner.