Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role.
The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.
|Firm Start Year:||2019|
|Name of Custodial Firm:||Charles Schwab and Fidelity|
|Work Experience:||Over 50 Years of combined experience to guide clients puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role.|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Advisory Services Provided:||Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management|
|Investment Types:||Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Bonds, Options & Futures|
|I can meet clients in the following ways:||At your office, Via Phone, At my office, At your home, Our Offices, Video Conference, Via Email|
|Firm's Number of Clients:||400|
|Firm's Number of Planning Clients:||400|
|Firm's Number of Managed Clients:||400|
|Assets Managed by Firm:||300,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Flat Fee|
Our firm adheres to the FIDUCIARY STANDARD. This means we are legally and ethically held to giving our clients advice that is in their best interest. Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Flagship Financial Advisors.
Managing wealth since 1995, as a Fee-Only FINANCIAL PLANNER, I am passionate about helping our clients get to and through a successful retirement. To me, nothing is more fulfilling than helping others succeed in their financial goals and giving their families an opportunity to secure a better life. You cant get anywhere in life without a plan. That is why it is my mission to deliver comprehensive, goals-based, fee-only financial planning. It takes a unique perspective to combine all of your assets into one view not just to see them all, but to make sense of them all. I will provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as I will always act as a loyal fiduciary. When we meet, we will have conversations about your financial goals and working toward the retirement you want. We'll discuss your overall portfolio and your probability of reaching your retirement goals based on your current approach, as well as the changes you can make to your Social Security claiming strategy, investments, savings rate or expectations that will improve the likelihood of achieving those goals. Designations include: The Accredited Investment Fiduciary® (AIF®) designation which represents a thorough knowledge of and ability to apply the fiduciary Practices. The Chartered Mutual Fund Counselor CMFC, The Chartered Retirement Planning Counselor CRPC and The Accredited Asset Management Specialist AAMS designations through the College for Financial Planning.
Scott Buell CFMC, CRPC, AAMS, AIF
Jeff Mucci CMFC, CRPC
Aubrey Snyder CSM
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 4:00 PM|