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Financial Planning

Staying focused on what matters most – you and your family’s specific near and longer-term needs – is at the heart of our financial planning work. 

Planning for where you are today and where you want to be tomorrow

Financial planning lays a powerful foundation for you and your family’s needs over the long term.  It starts with the right relationship, and at Flagstar Advisors, we are confident that our experienced team of advisors can deliver that relationship.  

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Wealth planning

We work with each client to help them work toward protecting and growing their wealth – while minimizing risk. Our approach combines a thorough, client-focused engagement with a broad range of solutions supported by experience and insight.

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Estate planning

Planning each client's estate strategy and the transfer of wealth across generations is a central focus. With the right conversations, solutions, and implementation strategy, we can work toward achieving your objectives - together.

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Business succession

Our practice includes experience and knowledge in orchestrating business succession.  Our approach encompasses strategic planning, planning tools, and well-selected insurance and business solutions aligned to meet specific needs.

Our 7-step financial planning process

Flagstar Advisors plays a central role in developing a long-term financial plan built on well-defined goals, objectives, and risk tolerances, taking into account the unique conditions that define each individual, family or business.

Flagstar Advisors Portfolio Construction

Dedicated to helping advance your financial goals

At Flagstar Advisors, we are committed to helping you reach your financial goals. Effectively protecting and growing your wealth while minimizing risk demands professional focus and informed, well-researched planning and solutions.

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About Flagstar Advisors

Explore our single point of contact culture.

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Our investment philosophy

Personalized portfolio construction.

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How to get started

Let's explore the possibilities together.

Each relationship is customized around you

We have built our business by developing relationships that last a lifetime. We do this by partnering with individuals, families, and their charitable organizations, businesses, and professional practices.

Flagstar Advisors, Inc., Member FINRA/SIPC, is a registered broker-dealer, registered investment adviser, and licensed insurance agency. Flagstar Advisors is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Advisors are:

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


Neither Flagstar Advisors nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.

The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.

Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.

Flagstar Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Flagstar Bank, N.A., and Flagstar Advisors comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.

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