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Our Process

We empower our clients to make informed financial decisions throughout every phase of their lives.

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Creating a financial plan that lasts a lifetime

Everything we do is focused on you and your individual financial circumstances. We get to know you and understand your needs to create a wealth management strategy that’s aligned with your short- and long-term goals. From there, we stay connected to you and your strategy to help your finances keep pace with your life. 

Explore and Define

Meeting

We assess your needs and finances, taking a deep dive to understand your financial situation and goals.

Evaluate

Financial Roadmap

We present a detailed analysis of your finances and make recommendations to support your goals. 

Advise and Implement

Recommendations 

We develop strategies customized for you to meet your specific milestones. 

Focus on Success

Monitoring 

We implement and monitor your strategy and adjust it as needed.

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.