What
  • Animal & Pet
  • Automotive
  • Business, Insurance, Legal
  • Children & Senior Care
  • Endorsed Business
  • Event Services
  • Health & Beauty
  • Home & Property
  • Real Estate Services
Where

Flex Wealth Management

Family. Legacy. EXperience.

Client Centered

Nothing is more important than the well-being of yourself and your family. Financial security is a big part of that well-being. You’ve worked hard and now it’s time for your money to work for you and your family, so you’ll be able to sustain your chosen lifestyle and not worry about finances. Money is only as important as what you do with it, and that’s why it’s crucial to ensure that your financial planner has not only a clear understanding of your goals, wants, needs and lifestyle, but also the ability to craft a comprehensive plan that utilizes financial products that align with your values. At FLEX Wealth Management, that’s exactly what we do.

ABOUT

HOW WE DO WHAT WE DO:

We create bespoke financial plans based on a clear and complete understanding of our clients’ individual desires, needs and lifestyle goals. Armed with a full suite of investment products, our driven and caring financial planning experts will create a complete investment strategy that is in alignment with our client’s goals. The result is a concise, clear, and detailed ongoing plan that transcends our client’s expectations and addresses their financial goals, allowing them to focus on what’s important to them.

WHY WE DO WHAT WE DO:

We believe that crafting financial plans is our calling, and that putting the needs of others first is our mandate. We occupy a space in the financial community that enables our clients to live their best lives. We know that the key to our success, and the success of our clients, is experienced and inspired team members who are capable of translating their lifestyle goals and resources using the perfect combination of financial planning products and services. Most importantly, we diligently monitor and continually adapt and improve the results, forging lifelong relationships in the process.

PRODUCTS & SERVICES

Wealth Management includes providing assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

 

Michael Smith is a Registered Representative with and Securities and Financial Planning Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, IN, KS, KY, MD, MS, NC, and OH. 

 

Write a review

Your Rating
angry
crying
sleeping
smily
cool
Browse

Your review recommended to be at least 140 characters long :)