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.
CFMC, CRPC, AAMS, AIF
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.
I love the relationship aspect of what I do. I am honored to be able to help clients walk through life's transitions by listening to their concerns and financially educating them in a way that results in clear and thoughtful decisions. Jeff is a co-founder of Flagship Financial Advisors and has been providing investment advice for more than 26 years. His primary focus is strategic investment planning for individuals, families, and businesses.
What do I love most? Interacting with people and creating lasting relationships! I really enjoy coordinating and organizing processes so that everything runs smoothly for both clients and staff. She is instrumental to helping meet the needs of the clients through scheduling, submitting paperwork, and whatever other needs a client may have. Aubrey relocated to Nashville from Los Angeles. In her meantime, Aubrey loves spending time with her family fishing and hiking. She also enjoys being a part time kickboxing instructor.
Associate Wealth Advisor
By listening to our clients and leading them towards achieving their financial goals, I am able to fulfill a personal goal of positively impacting the financial well-being of others. This is the reason why I am passionate about serving as an advisor.
Jordan gained experience working alongside a CPA, where he prepared tax returns for both individuals and businesses. Once obtaining his securities licenses, Jordan joined a local RIA here in Brentwood, where he held many responsibilities.
|Firm Start Year:||2019|
|No. of Employees:||5-9|
|Name of Custodial Firm:||Charles Schwab and Fidelity|
|Work Experience:||Over 52 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.|
|Work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning|
|Investment Types:||Exchange Traded Funds (ETFs), Bonds, Options & Futures, Alternative Investments, Stocks, Mutual Funds|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices|
|Firm's Number of Clients:||400|
|Firm's Number of Planning Clients:||400|
|Firm's Number of Managed Clients:||400|
Compensation and Fees
|Compensation Methods:||Flat Fee|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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.
Additional Detailed Disclosures
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|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|
AWMA®, Chartered Retirement Planning Counselor (CRPC®), CRPC®
KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT
15 Years of ExperienceView Profile
DISCOVERY PARTNERS INVESTMENT CENTER
32 Years of ExperienceView Profile