Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
401(k) and 403(b) plans have many “moving pieces” – like an engine, they need professional and constant care to run smoothly.
When it comes to your company’s 401(k) plan, you shouldn’t have to rely on a call center to solve glitches and clear up confusion.
You should turn to the Raymond James professionals at Flagship Investment Group – the team that offers a “one-stop shop” helping cost-minded companies design and manage their retirement plans.
The Services We Provide:
We Provide Consulting In The Following Areas:
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We can help you:
- Review plan design
- Review plan processes
- Review investment policy statement, or create a custom policy for your plan(s)
- Establish on-going oversight process
We Offer Services For Qualified Plans
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- 401(k)Plans
- Profit Sharing and Age-Weighted Profit Sharing Plans
- Defined Benefit and Cash Balance Plans
- 403(b) Plans
- 457 Plans
