Flagship Financial Partners
At Flagship Financial, we help our clients navigate to their financial destiny by charting their course towards success and security. We recognize that our clients’ needs and priorities change over time, and we are dedicated to being there to serve them with integrity, passion and a relentless commitment to their future success.
FINANCIAL PLANNING TAILORED TO YOUR NEEDS
At Flagship Financial, we know that not all financial situations were created equal. We all have different stages of life, family situations, and economic potentials. That’s why we work to understand your unique circumstances before crafting a customized financial plan best suited for you. Whether you are a young professional just getting serious about your finances, a thriving pro that wants to be actively building your wealth and preparing your family for the future, or a pre-retiree looking for guidance through your transition, Flagship Financial has the experts available to help you navigate your financial journey.
At Flagship Financial, we strive to make it as simple as possible to provide you with a strategy that fits your current lifestyle. Getting your financial future in order only takes 3 steps!
1. Schedule a complimentary assessment with Kathy Figgis
2. Meet with Kathy
3. Develop a strategy that best fits your needs