Minnesota Offices – 320-587-3444
Ohio Offices – 877-842-9535
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Retirement Income and Distribution Planning
Whether you are just starting to plan, getting ready to retire, or are already enjoying retirement, we develop a plan designed to help you live comfortably with the confidence that you will not outlive your assets. We listen closely to your personal goals and believe no detail should be overlooked. You will see the value of working with us to clarify, pursue, and achieve your retirement goals.
Asset Management and Wealth Protection
There will be many milestones, opportunities, and challenges throughout your lifetime – many of which relate to your financial future. At Flagship Capital Advisors, LLC, we believe financial planning is an ongoing process based on careful consideration of the future. We are committed to helping you pursue and achieve your financial goals. We know you have worked hard to get where you are and understand you may not have the time, desire, or expertise to protect and grow your wealth.
Wealth Transfer and Legacy Planning
Professional advice and objective guidance can help you develop the right plan for your situation, especially when it comes to the complicated process of transferring your wealth. An essential piece of protecting your wealth may be a plan to take care of your family. When this is a part of your lifetime financial planning goals, it is crucial to prepare both emotionally and financially for the inevitable time when you are not around. We understand your legacy is important to you and your loved ones and will work with you to design and implement a plan to efficiently transfer your wealth to your heirs and other beneficiaries.
Understanding the American tax system and how it impacts investment planning can be confusing. We will not recommend any course of action or investment until we are fully aware of your goals, objectives, and tax situation. Our comprehensive approach allows us to design and implement investment and estate planning strategies with the objective of minimizing your tax liability and maximizing the wealth that you have worked so hard to earn.Contact Us for more information about our services
Private Wealth Management Blogs
More women are working and taking charge of their own retirement planning than ever before. A Retirement Income Roadmap for Women Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through...
You were having a great time on your vacation - until your toddler woke up from her nap with a fever. If you were at home, you'd take her to the pediatrician right away and rely on your health insurance to pay for her care. But what do you do now that you are miles...
Child care, like a car, comes in a variety of models. You can choose among a variety of child-care situations, depending on your needs and the needs of your child. Child Care Advisory services through Cambridge Investment Research Advisors, Inc., a Registered...
Private Wealth Management Events
Gather, Learn, Envision
Are you ready to be purposeful about your finances? Are you ready to take confident steps toward the vision you have for the future?
We invite you to join us for a monthly workshop experience unlike any other. Over the next four months, we will provide a convivial environment for you will learn the key basics of personal finance while finding what it is you truly want in life. You will learn the benefits of investing as well as methods to help you achieve your pre-retirement and retirement goals. By the end of the four months, we hope you walk away with personal confidence about money, a vision of your future self, and an action plan to help you navigate your way toward achieving the dreams you unearth during this process.
Led by Financial Advisor, Cheryl Norman, who works to help women become more financially literate and financially secure. Workshop dates and specifics available on the back.
Tuesday, September 12, 2017 – Prosperity Picture
An interactive workshop designed to get you thinking about your success with money and in life.
Tuesday, October 10, 2017 – Becoming Your Own Prince Charming
Based off Barbara Stanny’s best-sellar Prince Charming Isn’t Coming, this workshop will guide you to breakdown personal barriers while crating a new personal plan of action
Tuesday, November 14, 2017 – Takaing Control, Investment Basics
This workshop will cover why you should invest and how to make the safe and smart decisions that come along with it.
Tuesday, December 12, 2017 – Taking Control, Retirement Savings Challenges for Women
Covering the challenges women face while preparing for retirement. We will cover the gender gap, long-term expenses, and sources of income.
Registration begins at 5:30, program start promptly at 6 and will finish by 7:45 each evening.
9680 Sweet Valley Drive, Suite B
Valley View, Ohio
email Cheryl or call 877-842-9535
to reserve your seat and your information-packed workbook today!
Feel free to bring a girlfriend along & RSVP for her as well.
Refreshments will be provided.