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Navigate Your Financial Future With Confidence

Our listen-first, educational approach helps you navigate your path with confidence

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About Us

About Us

Our company was founded on the principles of integrity, personalized service, client education, and exceptional listening. These values continue to be the cornerstone of our business as we strive to provide our clients with personalized solutions that meet their unique needs. At Flagship Financial, we believe that no two clients are the same and therefore, each financial plan should be tailored to fit their specific goals and aspirations.

Our Individualized Approach

Our Individualized Approach

Your financial future is unique, and we craft strategies designed specifically for you based on your circumstances, ensuring that your path toward financial success is as individual as your fingerprint. We don't just hear you; we listen with purpose, giving us the insights needed to work together to build a financial strategy that aligns with your values.

Solutions for Your Life
Our Personalized Services

No matter where you’re starting out or where you’re headed, we can help you get there.

Financial Planning

Together we will analyze your current financial situation, identify your goals, and develop a personalized strategy to create a roadmap for your financial future.

Retirement Planning

From setting retirement goals to working toward optimizing your savings and investments, we're here to guide you and create a strategy with the goal of financial security during this important life stage. 

Insurance Planning

Tailoring insurance and protection to your unique needs is our commitment. We analyze your situation to craft personalized strategies that navigate every life stage,  with the objective of securing future generations.

Tax Strategies

Our tax services are personalized to work toward minimizing your tax burdens and optimizing your finances, by developing a customized plan to maximize deductions and credits based on your circumstances.

Estate Planning

Our estate planning services are dedicated to safeguarding your legacy and ensuring your wishes are fulfilled by collaborating with you on a comprehensive estate plan.

Investment Management

We can help grow and protect your wealth using strategic investment planning and  providing the expertise and guidance needed to make informed investment decisions.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Who We Serve

Individuals & Families

Individuals & Families

Assist individuals and families at any stage of life to navigate the complexities of personal finance and work toward achieving long-term financial security and success.

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Business Professionals

Business Professionals

 Help professionals optimize business and personal finances to work toward achieving long-term financial success while focusing on important business endeavors.

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Teachers & Educators

Teachers & Educators

Provide tailored strategies to manage finances, save for the future, and work toward achieving personal and retirement goals, allowing them to focus on their vital role in education.

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Young Professionals

Young Professionals

Allow young professionals to establish a solid financial foundation, set achievable goals, and make informed investment decisions as they embark on a new career.

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Navigate Your Path To Financial Success

Are you tired of navigating the complex world of financial planning on your own? Whether you’re preparing for retirement, just starting out on your financial journey, or are somewhere in between, we are here as the trusted partner you can rely on at any stage of your financial journey.

Contact Us Today

Financial Literacy Resources

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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