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You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
Insight and News
Recent Articles
Welcome to your go-to resource for expert answers to your financial planning questions.
Wondering how much life insurance you need? Want some smart spending tips? Looking for tax-efficient ways to give to your favorite charity? Find all the answers—and much more—below.
5 Insights for a Challenging Election Season
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
How Do I Invest in a 529 College Savings Account?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
How Much Should I Save For My Child’s College Education?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Financial Planning Rules Of Thumb – Part 2
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Financial Planning Rules Of Thumb – Part 1
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Five Easy Ways To Save Money Without Changing Your Lifestyle
Saving money doesn't always mean you have to make sacrifices. Some cost-cutting is easy and doesn't affect your lifestyle one bit.
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We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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