Services
Services
Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances.
Just as no two people are exactly the same, we believe investment products and services should be built specifically to meet different and specialized needs. We offer investments, access to insurance and comprehensive financial planning services. Whether you have one simple need or would like an overall evaluation, we can help.
Wealth Management Fee Service Model
Individual Retirement Plans
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Business Retirement Plans
Employees want more than a paycheck; they want a competitive benefits package. We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.
Financial Planning Services
Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help
Investments Management
The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.
Insurance
Money management is about more than just accumulating and investing your assets — you also have to protect those assets.
Advisory Programs
Gain a professional perspective – and clear direction – for your financial journey with Flashpoint financial services Managed Allocation Portfolios and Strategic Portfolio Allocation programs.
Domestic Restructuring (Divorce) Financial Planning
As unexpected life changes happen, we are here to help you navigate transitioning to your next financial chapter
Education Funding
Learn about the education investing options available to you, and start investing for your child’s future today.
Call us today to discuss your financial aspirations.
Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances.