Helping clients find clarity by harmonizing their life goals with their assets



 


 


 


 


 


 


 


 


 


 


 


 


 


Investing | Insurance | Retirement | Estate Planning


 


Flagship Asset Services?


Our practice at its core is based on a very simple idea. We like people and we believe that when those people are our clients we can better serve them by forming a deep lasting relationship with them and in the process, make our work exponentially more fulfilling.


 


How do we do it?


We have a 5 step proprietary process that acknowledges that our clients lives are multidimensional and that their finances, money and assets are only one dimension of their lives. Our process is designed to create clarity between their life goals and those assets, which make achieving the goals possible but can also create complication.


 


What are you getting?


At the end of the day, our clients choose us because they are interested in a planning process that is designed to place them, their needs, their wants, and their wishes as the only measure of success.


 


Learn more about Flagship Asset Services and discover ways in which we can help you achieve your financial goals.  


 



Flagship Asset Services

Derek DiManno
CFP®, CLU®

Insurance, Financial, Retirement, Estate Planning

Towson, Maryland

(410) 337-5604