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Wealth Services

Find solutions and ideas to build a strong financial foundation and protect what matters—yourself, your family, your business, and your employees.

Set your path to the future in motion with our solutions and guidance

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For yourself and your family

Work with our experienced consultants to build a strong financial plan that's ready for your future.

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For your business

Find solutions that keep your business running during times of change.

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For your employees

Providing retirement benefits is good for employees—and good for your business.

Retirement planning

Let's meet to make sure your retirement plan is on track and in the right investment vehicles to keep more of your money working for your future.


A Flagstar Wealth Services Financial Consultant can guide you in selecting a retirement plan for yourself and your employees and provide strategies that seek to maximize returns, minimize risk, and take advantage of every possible tax benefit along the way.


  • Traditional and Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Solo 401(k) plans
  • 401(k) plans with optional employer match

Protecting what's important

Life has a way of surprising us when we least expect it. Be prepared for whatever is around the corner with life, disability, and key person insurance policies that protect your family, your wealth, and your business.


We can also help you plan for a smooth transition when it's time to hand the reins over to the next generation or the right buyer.


  • Term and whole life insurance
  • Disability insurance
  • Key person insurance
  • Deferred compensation
  • Succession planning
  • Funding buy-sell agreements

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 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.


LPL Financial Form CRS