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Health and Wealth Newsletter Q2 2023

Stay Up to Date on Flagship Financial News

Goodbye Winter, Hello Summer! Spring is a season for rejuvenation, growth and renewal. With Summer, comes the promise of warmer days, making it the perfect time to declutter, organize and also enjoy outdoor activities and events. Check out our recent newsletter to see what we have in store for you!

Flagship Financial Happenings

Flagship Financial prides itself on educating not only our clients, but the continued growth of our advisors in their field. Recently, we have had several advisors achieve milestones in their continued mission to be up-to-date in their studies and knowledge of various planning techniques.

Dean Fox (President & Senior Wealth Advisor, ChFC) recently completed his CSSCS (Certified Social Security Claiming Specialist) designation, allowing him to provide the expertise required to determine a comprehensive approach to Social Security retirement planning. This is valuable to our clients nearing retirement who may have many questions relating to Social Security and how to incorporate this into their existing financial plan.

Matthew Kitchie (Senior Wealth Advisor) and Joseph Lostracco (Registered Representative) both have also obtained their CFS (Certified Fund Specialist) designations this past spring. By achieving this designation, both advisors have proven to have extensive knowledge of various investment products and can implement this into their planning strategies for clients. Clients will be able to benefit from these advisors’ insights as they continue to manage and build their investment portfolios.

We are very proud to have members of our team committed to learning and providing the best experience for every client. We congratulate each and every one of their achievements!

If you have any additional questions on what these designations mean or want some time to discuss these areas with your advisor, please reach out to our office.

Welcome, Caroline!

Some of you may remember our Finance Intern from last summer, Caroline Wasielevski. We are pleased to announce that Caroline has joined the firm full-time as Client Service Associate. She is a graduate of Dickinson College, where she received her bachelor’s degree in International Business and Management. Caroline possesses a strong, tenacious work ethic and is very detail-oriented. We are thrilled to have her as a part of the Team!

In Case You Missed It!

If you weren’t able to attend our virtual workout session or any of our recent webinars, we’ve got you covered!  

You can visit our website CLICK HERE to view all of our recordings! 

March 21st – Virtual Fitness Class – Let’s Move

April 27th – Roadmap to Medicare, Presented by HTA Insurance 

Stay Financially Fit This Summer

Stay Financially Fit This Summer

Checking in on your financial status might seem like something that can wait. But, routinely assessing where you stand can benefit you today and down the road. Here are steps to consider:

  • Understand your assets and liabilities
  • Assess your goals
  • Check your credit report
  • Name your beneficiaries
  • Manage your taxes
  • Check if your investments and goals align
  • Determine if you have proper insurance coverage

New Seasons, New Recipes!

Spring has sprung – Summer is here and, along with it, a bounty of fresh produce that’s perfect for family weeknight dinners. From satisfying mains to easy sides, these quick and simple recipes are perfect for celebrating the change of season. Enjoy!

Sugar Snap Pea Salad with Prosciutto

Sugar Snap Pea Salad with Prosciutto

Explore Recipe
Roast Chicken with Spring Vegetables

Roast Chicken with Spring Vegetables

Explore Recipe
Strawberry Shortcake Cake

Strawberry Shortcake Cake

Explore Recipe
Southside Cocktail

Southside Cocktail

Explore Recipe

Adapted from: foodnetwork.com

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