Nothing is more important than the well-being of yourself and your family. Financial security is a big part of that well-being. Your financial planner needs a clear understanding of your goals, wants, needs and lifestyle, as well as the ability to craft a comprehensive wealth plan that utilizes financial products that align with your values. At FLEX Wealth Management, that’s exactly what we do.
Family. Legacy. EXperience. FLEX Wealth Management.
When I decided to start my own financial services firm after 20 years as an advisor, I did a lot of thinking of how I would want my business to be run. What is important to me? How will I be different? What will I provide my clients, who trust their financial future and wellbeing to me?
Family. To me, family is one of the most important parts of this life. But not just providing for my family – I want to help you provide for yours. The peace of mind that comes with having your financial house in order is incalculable.
Legacy. Legacy is what we leave behind. What is it you want to leave behind? Do you want to provide for family, loved ones? Do you want to leave bequests to a favorite charity or cause? How can you make a difference with your legacy?
EXperience. Not only do I have twenty-plus years of experience in helping my clients achieve their financial goals, I want my clients to have a positive ongoing experience with me. I want my clients to feel comfortable asking questions, as we partner to reach their financial goals.
FLEX Wealth Management is a veteran-owned business and I am proud to have served my country. You can read more about the core values of my business. In this industry, relationships are the best way to ensure your needs are being met. I know and care about my clients: their aspirations, their fears and triumphs. The solutions I offer are tailored to your needs and goals. An advisor who knows you knows the best ways to navigate every stage of your financial journey.
Learn a little more about FLEX Wealth Management and why we do what we do. We create strategies tailored to your needs and goals.
Saving for retirement and financial goals is more complicated than ever. Whether you want to travel, save for big purchases, or retire comfortably, a trusted financial advisor can guide you to your destination.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Mike Smith is the Founder and President of FLEX Wealth Management powered by LPL Financial. He founded FLEX Wealth Management after nearly two decades helping clients plan their financial future. At FLEX Wealth Management, Mike will...
Chelsey Luce is an Advisor Assistant at FLEX Wealth Management, where she assists Mike in opening new accounts, client service, and gathering research material to constantly increase her knowledge in making client experiences better....
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