FlagStone Retirement Consultants is made up of individuals with unique skill sets. We consult on investment recommendations, we transition employees into retirement and we assist them with life events that occur in retirement. Experience has taught us that a retirement plan is ever changing; we can plan for the big events such as weddings and a home sale.
What we need to really pay attention to is the "little things" like medical prescription costs, energy costs, and insurance premium increases to name a few. These "little things " may affect your bottom line budget, and are not going to be offset by social security cost of living adjustments. At FlagStone we realize that our clients' needs can and will change and are experienced in how to handle those needs.
What we need to really pay attention to is the "little things" like medical prescription costs, energy costs, and insurance premium increases to name a few. These "little things " may affect your bottom line budget, and are not going to be offset by social security cost of living adjustments. At FlagStone we realize that our clients' needs can and will change and are experienced in how to handle those needs.
Services
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. FlagStone takes a different approach to retirement planning and investment management.
The FlagStone Experience is not just a few brief meetings, but a lifelong relationship built on trust and communication helping you to reach your long term financial goals. In our initial Action Appointment, we will meet to discuss where you are financially and where you want to be.
Whether you are currently working, planning to retire or concerned about your family's future; we will work hand in hand with you to set a strategy to address your needs.As we all know, life does not always go as planned. Follow up Appointments are encouraged to keep your long term goals on track. Employment, economic and unexpected family circumstances are among the most common reasons for these appointments.
Whether you are currently working, planning to retire or concerned about your family's future; we will work hand in hand with you to set a strategy to address your needs.As we all know, life does not always go as planned. Follow up Appointments are encouraged to keep your long term goals on track. Employment, economic and unexpected family circumstances are among the most common reasons for these appointments.
FlagStone Retirement Consultants prides itself on taking part in our community and the difference we can make by getting involved. The entire FlagStone Retirement team spends countless hours working with The 31 Heroes Project for the Memorial Beach Challenge event that supports current members of our nation's armed forces, veterans, and their families.
In the United States, the Great Depression of the 1930s triggered a crisis in the nation's economic life. It was against this backdrop that the Social Security Act emerged. Subsequently, the President created by Executive Order the Committee on Economic Security. The committee was instructed to study the entire problem of economic security and to make recommendations that would serve as the basis for legislative consideration by Congress.
Do you, like many Americans, find yourself in the situation where you might need to take early income from your retirement savings account? Utilizing IRS rule 72(t) could provide you with a solution to this problem with as few tax consequences as possible.
Before we discuss IRS rule 72(t) I would first like to start out by saying that as a firm Flagstone Retirement Consultants does not encourage taking early distributions from you IRA before 59 1/2.Experience has shown us this is a reality for some people and there is a lot of interest in the topic.
Before we discuss IRS rule 72(t) I would first like to start out by saying that as a firm Flagstone Retirement Consultants does not encourage taking early distributions from you IRA before 59 1/2.Experience has shown us this is a reality for some people and there is a lot of interest in the topic.
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