Compass Point Retirement Planning, Inc.

What Sets Us Apart

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“Trust is the glue of life. It’s the most essential ingredient in effective communication. It’s the foundational principle that holds all relationships.” 
 ~
Stephen Covey

Flagstone Retirement Consultants is a full service financial planning firm specializing in providing personalized financial advice and investment strategies for retirees. Our job is to consult individuals on their retirement options and ultimately the client chooses how and what they want to do.

Our Mission

FlagStone takes a different approach to retirement planning and investment management. At FlagStone Retirement Consultants, our mission is to build long term relationships with our clients. Using our skills and experience we help our clients achieve their financial goals; understanding that each one has unique personal circumstances. We specialize in retirement distributions, creating income streams to meet each objective and wealth transfer to the next generation; consulting with the client each step of the way and ensuring they clearly understand their decision. The cornerstone to our success has been our close client relationships built on trust, integrity & empowerment.

 

The FlagStone Experience is different from any other. Everyone can tell you how they work but we want to show you. With our close client relationships, we put our clients first. We are not product driven, we do not sell; we consult. Our core focus and the most important aspect of what we do are the relationships we have with our clients. Keeping strong, constant communication, we stay connected; creating relationships you are comfortable and confident in.

We work with clients in 3 areas: Accumulation, Distribution and Transfers. If you need advice on saving for school, retirement planning, distributions, income streams, trusts, generation transfer & estate planning, we can help. We specialize in planning and investment management.

At FlagStone, we want to support you in achieving your specific financial goals, the FlagStone way. Contact us Today and have your very own FlagStone Experience.

 

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