Our Team
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.
2019
5-9 Employees
Charles Schwab and Fidelity
We started this local firm as a declaration of independence. Believing people deserve the best financial solutions for their situations.
An experienced, local independent practice, with Trusted Partners all working as a team - we are passionate about delivering professional advice, manageable planning and personalized service with a goal to giving you the financial confidence to focus on living the life you envisioned.
Our Values:
We do not produce or sell any internal products, which allows us to provide recommendations that prioritize your best interests. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients lives unfold and their needs evolve. This gives them the complete picture and confidence in their future. We work as an advocate for our clients, dedicated to empowering them to realize their financial and life dreams in the most caring way possible.
Pursue Truth: Lead with honesty and integrity, ask bold questions and never compromise the truth.
Education: As we discover new ideas, so will our clients. We use our knowledge to improve others lives.
Responsibility: Success begins with personal responsibility.
Serve with Purpose: It's our passion for service that drives us.
Inspire: To empower positive change is to inspire the courage to act.
Enrich Lives: Success is measured by what we give in wisdom and wealth to others.
Businesses, Individual Investors, Non-Profit Organizations
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Exchange Traded Funds (ETFs), Stocks, Bonds, Options & Futures, Alternative Investments, Mutual Funds
Yes
Your Office, Email, Video Conference, Our Offices, Your Home, Our Office, Phone
Fee-Only
$50,000
Flat Fee
400
400
400
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
