At Flagship Diversified Investments we strive to provide outstanding services and advise to all of our clients. This is our Commitment to you.
Quality Investments
- Research and recommend the best quality investments that suit each individual client based on their risk tolerance, time frame, and financial goal and objective.
Be a Steward of Your Investments
- Review each client account and each investment on a regular basis (in most cases monthly), in order to keep a watch on these investments and their effect on your financial goal. Catch potential problems/issues/risks before it’s too late.
Communications
- Regular quarterly update calls to each client to keep you the client informed on the performance of your investments towards your financial goal, and current market conditions
- Annual face-to-face reviews. Review your investments and the progress towards your financial goal.
- Return of all phone calls and other communications (email) within 24 hours (M-F normal business hours)
Provide Quality Financial Advice
- Create documented financial plans for retirement, education savings, other financial goals.
- Provide answers to changes in regulation and new laws
- Provide advice and assistance on Estate Planning, Tax Smart Investing, Insurance needs
- Review and guidance on other financial products clients might own outside of Flagship Diversified Investments, i.e. 401k’s, pensions, life insurance, annuities
"Navigating your financial future"
