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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What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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Market Watch

January 28, 2012 @ 03:27 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59
10 Year Treasury Note 1.90- 0.03

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