CLARITY AHEAD
Helping clients find clarity by harmonizing their life goals with their assets.
Flagship Asset Services
Our practice at its core is based on a very simple idea. We like people and we believe that when those people are our clients we can better serve them by forming a deep lasting relationship with them and in the process, make our work exponentially more fulfilling. At the end of the day, our clients choose us because they are interested in a planning process that is designed to place them, their needs, their wants, and their wishes as the only measure of success.
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443.991.7503
Retirement
Insurance
Investments
Goals Based Financial Planning
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Is the stock market a leading indicator of what's to come? 👈
We talk about that and more of "what to expect next" in this highlight from our spring market update.
You can check out the full video here: flagshipassetservices.com/flagship-asset-services-market-update-may-2023/
There are certain times when success is defined as failure mitigated. 🧐
This could be just such a time. ☝️
Don't miss our weekly market commentary for more - sign up to the link below!
🌊Acknowledging the invaluable role that frontline leaders play in driving success! Dreams come from unexpected places - it takes a brave leader to make them a reality! 🇺🇸Navy SEALs are some of the bravest!🌊💪
“Some of the boldest, most successful plans in history have not come from the senior ranks but from frontline leaders. Senior leaders simply had the courage to accept and run with them.” -Jocko Willink @jockowillink @flagshipassetservices @dimannod #clarityahead
#jockowillink #extremeownership #navy #navyseals #brave #dreams #leadership #goals #courage #bravery #military #determination #success #motivation #respect #honor #heroes #inspired #believeinyourself #daringdreams #unexpectedplaces #courage #motivation #braveleader #dreambig #daretodream #daretolead #braveheart #braveleadership
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flagshipassetservices.com/weekly-commentary/
That’s a great quote!
Received this awesome and touching client feedback - thanks Maria! #ClarityAhead
"Embarking into the financial world can be enormously overwhelming, however Derek has guided and educated me through the chaotic times of the market. We devised a plan that would allow me to live the retirement life I had imagined. As my retirement date became a moving target, Derek patiently worked with me to make it happen all the while reassuring me that I could retire earlier than initially thought. Not only is his financial advice more than solid, but he also truly cares about the well-being of his clients. What more can you ask for?"
