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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Believe it or not, problems are great!
In fact, Tony Robbins once said “Every problem is a gift – without problems we would not grow.”
Remember, it's all the perspective of how you look it at. #ClarityAhead
Here are 5 🔑 things to consider when starting a new job. #ClarityAhead @flagshipassetservices @dimannod #financialdecisions #lifegoals #longterminvesting #savingforretirement #investmentstrategy #deferredcompensation #financialplanning #moneymanagement #newjob #lifegoals flagshipassetservices.com. Photo cred @kimpton #lighthousehotelkeywest #ClarityAhead
Such a great success story from our clients, Bob and Leslie, who retired in 2021. They've been married for 47 years and have two sons, Brian and Kevin, and two grandchildren, Juli and James. They're very proud of their family and all that they've accomplished.
Leslie and Bob have traveled up and down the Eastern coast of the United States, from Maine to Key West, and have even been to Hawaii, the Virgin Islands and on cruises to the Bahamas. After some renovations to their 1950's Cape Cod home, they plan on traveling more and hope to visit Ireland in the future. Bob's ancestors are from Ireland, so they want to locate some old gravesites and tour the castles. They're also considering a cruise to Bermuda soon.
Bob has a passion for woodworking that started back in junior high and high school. After they married, he began accumulating tools and doing small projects along the way. Now, he has the woodworking shop that he's always wanted and considers it to be the heart of their home. Leslie sent us pictures of trains and cornhole games that Bob made as Christmas gifts for their kids.
Leslie and Bob are looking forward to spending more time on their hobbies and traveling. We're happy to see that they're doing well and enjoying life. We hope to continue to help our clients achieve their financial goals, so they too can enjoy retirement and pursue their passions – the way it should be. #ClarityAhead #theclarityformula
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I love this. Such a beautiful story. The trip to Ireland sounds amazing!🇮🇪
Wonderful they are enjoying life beautiful and handsome pictures.
Gorgeous
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