Financial planning and fun are not mutually exclusive. Every year, clients are invited to take part in a full calendar of fun events.  These events are put on throughout the year to show our appreciation and to celebrate the richness of life we are blessed to share. 

Our ideal client is seeking a long-term personal financial planning AND investment management relationship. The individual or couple is ready, willing, and able to take control over their financial lives and recognizes the need to outsource to qualified professionals so that she, he, or they can focus on what they enjoy and do best. We believe that life is too short to work with people you do not enjoy. Hence, our Ideal Clients are generally nice people who see themselves as nice people and also prefer to work with those they enjoy.

Choosing a fiduciary financial advisor can give you greater peace of mind. Financial Advisors who serve under FIDUCIARY DUTY have pledged to make recommendations with your best interest in mind, rather than their own financial benefit. A fiduciary financial advisor makes investment decisions with your best interest in mind, while a financial advisor who isn't a fiduciary may recommend products for which they receive a commission or other form of payment. Always look to work with a firm that adheres to the Accredited Investment Fiduciary (AIF) Designation.

At Flagship Financial Advisors, we provide the guidance you need and the collaboration you want. We ask the important questions like where are you today, and where do you want to be tomorrow. We learn about your hopes and your vision for your financial future, so we can help you get there.

In today's environment, investors are looking for alternatives to traditional asset allocation models incorporating only stocks for growth and bonds for protection. The Flagship Financial Buffered Outcomes ETF Portfolio is designed to provide downside protection from volatile markets combined with long term growth from price appreciation.