Comprehensive wealth management demands specific skill sets and professional experience. With strong backgrounds in financial services, investment management, and fiduciary processes, the team at First Flagler Financial brings the necessary expertise to each clients' financial situation and ensures them that we can work with them to manage complex financial issues.
Our firm provides help in the financial areas below:
Wealth Management
- Financial/Retirement Planning and Modeling
- Risk Management and Asset Protection
Strategies - Tax Planning Strategies
- Estate Planning and Wealth Transfer
Strategies - Asset Allocation and Rebalancing
- Philanthropic/Charitable Trust Planning
- Portfolio Management
Fee-Based
Financial Planning
- Asset Protection Strategies
- Charitable Planning Strategies
- Business Financial Planning
- Estate Planning and Trust Strategies
- Investment Management Planning
- Personal Financial Planning
- Retirement Planning
- Tax Planning
Insurance
- Life
- Long-Term Care
- Disability
- Health
- Cancer/Critical Illness
Products and Services
- 529 College Planning
- Annuities (Fixed, Variable, Equity-Indexed)
- Stocks
- Bonds
- Money Management Accounts
- Traditional IRA
- Real Estate Investment Trusts
- Unit Investment Trusts
- Business Development Companies
- 401(k)
- 403(b)
- ROTH IRA
- SIMPLE IRA
- SEP IRA
- Mutual Funds
- Brokerage Accounts