HOLISTIC FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

At Flathers Wealth Management, our main goal is to simplify your financial life. We know that financial management is much more than handling your assets, and we're with you every step of the way.

We start by answering important questions:

• What does money mean to you?
• When would you like to retire?
• How will taxes impact your financial plan?
• How are your investments allocated?
• Do you have the right amount of insurance and an established estate plan, and are you taking the right level of risk?

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan and a personal financial action checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. 

Neither SagePoint Financial, nor its registered representatives or employees, offer tax or legal advice.