TELL US MORE ABOUT YOURSELF
Where are you on the path to financial security?
Boomer?
I am getting close to or am already in retirement and need exceptional guidance to ensure a secure and successful retirement.
Business Owner?
I am excellent at what I do and my business, my partners, my employees and family are all very important to me. I need to know how to secure everything I’ve worked so hard to achieve.
Gen X?
I’m well established in my career and want to actively build wealth, protect my family, and actively maximize my wealth potential.
Millennial?
I’m establishing my career and beginning to think about a family. I’m ready to launch my financial planning strategy now.
What We Do
At Flagship Financial, we help our clients navigate to their financial destiny by charting their course towards success and security. We recognize that our clients’ needs and priorities change over time, and we are dedicated to being there to serve them with integrity every step of the way. Our partnerships with over 150 top-rated carriers ensures our clients will get the best customized solutions for their ever-changing needs.
Upcoming Events
Retirement Strategies For The New Age
October 16th and 18th @ 6:30pm (BOOKED!)
November 1st @ 6:30pm (ADDED – 12 SPOTS LEFT!)
- How to avoid running out of income during retirement
- How to avoid losing up to 70% of your IRA to federal and state taxes
- The importance of distribution planning (understanding the rules may reduce your risk and keep more or your hard-earned money!)
- 3 factors that could negatively impact your retirement and how to avoid them
- The Retirement Killer: Volatility – Do you know how much RISK you’re taking with your hard-earned dollars?
- Retirement Advisors vs. “Wall Street” Advisors – How do you know if YOUR advisor is qualified to take you through retirement?
How?
1.
Schedule the appointment
2.
Meet with professional advisor
3.
Develop a strategy that fits your needs
Partnered With
