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Client Services

A Suite of Services With You in Mind

At Flagship Financial, our primary objective is to assist as many individuals as possible in attaining their financial objectives. Our team is strategically structured to deliver top-notch service to each and every one of our clients. Whether you are just starting out or have a specific destination in mind, we are well-equipped to support you on your journey towards success.

Financial Planning

At Flagship Financial, we prioritize building strong relationships with our clients. We will work closely with you to understand your concerns, requirements, and goals. We utilize our specialized knowledge to create a personalized plan that empowers you to navigate the intricacies of financial matters at every stage of life.

Investment Management

We take great care in constructing each and every investment portfolio to ensure a strong foundation that reflects your risk tolerance, individual circumstances, and the desired timeline for achieving goals. Through this personalized approach, we can offer tailored recommendations to enhance your investment portfolio and maximize potential opportunities for growth.

Retirement Planning

Whether you have concerns about outliving your retirement savings or simply want to ensure a comfortable lifestyle, we are here to help. Our process includes assessing your current financial situation, identifying target goals, and implementing strategies that align with your needs. We will continually monitor your plan and make necessary adjustments to keep your financial life on track.

Insurance & Protection

Everyone's insurance and protection needs are distinct and heavily influenced by their chosen profession, family situation, and way of life. Our team is committed to understanding these individualized risks and implementing proactive tactics to guide you through each phase of life and safeguard future generations.

Estate & Legacy Planning

At Flagship Financial, generational planning is at the core of our personalized advising approach. Our commitment lies in comprehensively grasping your objectives and creating a legacy plan that not only alleviates the financial strain on your loved ones, but also honors your desires for future generations.

Education Planning

Although college can be costly, our customized education planning approach aims to assist you in effectively managing your savings and exploring financial aid opportunities. Our expertise can help you strategize for expenses, establish attainable objectives, and maximize your investments to support your child's academic success.

Wealth Management

Not every situation can be solved with a one-size-fits-all solution. Because we are an independent fiduciary planning firm, we understand that each client is unique and their best interests must come first. That's why we prioritize every client relationship and provide personalized advice tailored to your specific needs.

Tax Planning Strategies

Learn how to optimize your profits and reduce tax consequences with our efficient tax planning approach. Our services can assist you in identifying possible tax advantages while also managing your withdrawals to sustain your desired income and lifestyle objectives.

Charitable Giving

The Flagship Financial team will assist you in creating a strategic charitable giving plan that aligns with your philanthropic goals and financial situation so you can make a positive impact while maximizing the financial benefits.

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.

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Who We Work With

From individuals and families, to business owners and retirees, we are able to tailor personalized financial strategies for clients in any phase of life.

Who We Work With

Our Approach

We deliver an elevated financial planning experience by building lasting relationships and leveraging the expertise of our team-driven culture.

Our Approach

Our Team

Our team collectively possesses decades of expertise, encompassing various backgrounds that make us stand out as leaders in financial planning.

Meet the Team