Flagship Financial Advisors, LLC

Wealth Accumulation and Management

Flagship Financial Advisors, LLC 1-800-631-9997

 

Welcome to Flagship Financial Advisors, LLC, an award-winning financial planning and wealth management firm headquartered just north of Boston, Massachusetts. Since 1997, founder Paul V. Ryan, Jr., CFP®, and associates have guided clients through changing economic times, charting a financial course together to achieve their life goals and dreams.

 

Our certified financial planner and wealth management services include Investment Counseling, Retirement Planning, Estate Planning, Tax Analysis, Asset Protection Planning, Charitable Giving Strategies, College Funding, and Financial Planning. We believe investments are a means to achieving what you seek in life. We strive to help you live well today and plan for a bright future, for yourself and your family. (See Our Services for more.)

 

Flagship Financial Advisors, LLC, thanks our clients for putting their confidence and trust in us. For the past two years, Paul V. Ryan, Jr., CFP®, has been a proud recipient of the Boston FIVE STAR Wealth Manager Award. Read about our firm's commitment to excellent service and customer satisfaction in this Boston Magazine article reprint. Click Here for Boston Magazine Reprint

 

For a free, no obligation consultation, please contact us by email or phone at 1-800-631-9997. Or submit the form on the Contact Us page. We look forward to hearing from you. Thank you for considering Flagship Financial Advisors, LLC for strategic financial planning and wealth management.

 Paul V. Ryan, Jr. CFP® is also separately registered as an investment adviser representative under Flagship Financial Advisors, LLC, a registered investment advisor, offering advisory services in the state of MA. As such, these services are strictly intended for individuals residing in MA. Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

 

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Crescendo Business Services conducts independent research to find the best in client satisfaction Wealth Managers. The award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Each Wealth Manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA. Details of the award can be viewed at http://fivestarprofessional.com

 

Paul V. Ryan, Jr. CFP® is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY and DC. No offers may be made or accepted from any residents outside the specific states referenced.

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Cost of Retirement

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Estate Taxes

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

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May 26, 2012 @ 04:01 PM

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