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Financial Planning

We can work with you to organize your finances and help set in motion a plan to manage your wealth today and into the future.

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Let’s shape your future today

Financial planning for education, retirement, cash flow, inheritance, and more.

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Financial overview

A comprehensive view of your finances

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Informed decisions

An experienced consultant who is there to guide you

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Wealth roadmap

The confidence that comes with having a plan

What is financial planning?

It’s your guide to working toward your goals, whatever they may be—saving for school, retiring well, starting a business, or taking care of family. After assessing your current financial situation, we'll help to create a plan and recommendations for getting where you want to go. 

  • Making strategic decisions about your money 
  • Seeking to grow your wealth to reach your goals on your timeline
  • Considering risk and your tolerance for ups and downs
  • Staying in touch to keep your finances on track
  • Reassessing priorities when life throws you a curveball
  • Working toward your financial future

Let's cut through the noise and plan for your financial future.

Crypto! Stocks! Real estate! Given the chance, friends, family, and social media will offer all the "can't-miss" advice you can handle. But there is no one-size-fits-all for financial planning. With Flagstar Wealth Services, you'll get a conversation, not a lecture. Let's get to know each other, ask all the questions we need to, and create a customized plan that you understand and feel good about. 

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Cash flow

Manage your current spending while investing in your future.

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Savings

Explore strategies like building automatic savings into your budget.

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Risk management

Discover how insurance could benefit your goals and minimize risk.

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Education planning

Find savings vehicles for funding education and limiting debt exposure.

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Retirement planning

Explore investment and tax strategies to plan for a comfortable retirement.

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Estate planning

Preserve your wealth and work toward a secure future for yourself and your family.

Focusing on what truly matters to you

At Flagstar Wealth Services, you’ll find financial guidance tailored to your unique goals. We can help you balance saving for the short term with investing for the future—always with your goals and comfort level as our North Star.

Ready to get started? We’re here to help.

Whether you’re a first-time investor or already have a portfolio and need a trained eye to review it and make recommendations, our Financial Consultants are conveniently available at your local branch.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Flagstar Bank, N.A. and Flagstar Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagstar Wealth Services, and may also be employees of Flagstar Bank, N.A.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Flagstar Bank, N.A. or Flagstar Wealth Services.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

Flagstar Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.