Flagship Wealth Planning

08/28/2026

Please join us in congratulating Mark Grossmann on qualifying for the Ameriprise National Conference in Denver which is reserved for the firm's top advisors.

This year's conference theme was ICONIC, celebrating Ameriprise's recognition on TIME's list of "America's Most Iconic Companies" for 2026. The event brought together advisors and leaders from across the country to learn, collaborate, and share ideas.

Mark had the opportunity to hear from an exceptional lineup of speakers, including Tony Hawk, Amy Purdy, and Jon Meacham, whose stories offered valuable lessons on resilience, adaptability, leadership, and continuous growth.

At Flagship Wealth Planning, we believe ongoing education and professional development are essential to delivering meaningful advice and service. We're proud of Mark's commitment to continuous learning and his dedication to bringing fresh perspectives and insights back to the clients and families we serve.

Experiences like this reinforce our team's commitment to helping clients navigate life's financial opportunities and challenges with confidence.

https://bit.ly/4goisjl

08/25/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how We help small businesses do it right.

08/22/2026

We are celebrating two incredible milestones at Flagship Wealth Planning! 🎉
Congratulations to Mark Grossmann on 26 years and Gerard Simonelli on 13 years with our team. As two of our most tenured advisors, their experience, dedication, and commitment to our clients have made an incredible impact on our business.
We’re grateful for everything they bring to Flagship Wealth Planning and look forward to celebrating many more years ahead. Congratulations, Mark and Gerard! 👏

08/14/2026

Many people think a financial advisor's role is to grow their portfolio, and that's part of it. Here are five things good financial advisors do beyond portfolio management -
1. Help manage your cash flow and use debt wisely.
2. Stress test your retirement against real life world risks.
3. Help identify strategies to minimize taxes.
4. Incorporate estate planning and asset protection techniques into your financial plan.
5. Proactively review your plan before life changes force rash decisions.

Feel free to reach out if you would like to learn how Flagship Wealth Planning can help - https://bit.ly/4guA6Sq

07/31/2026

We came across this great article...
Gen Xers tend to invest more aggressively than Baby Boomers, but as this generation gets closer to retirement it becomes important to think about derisking their portfolios so the next market crash doesn't derail their retirement. Feel free to reach out if this is something you'd like to discuss.

Many Americans in the 50-55 age range have 10 to 15 work years left, extending 401(k), IRA growth investing, but they can't afford an ill-timed market crash.

07/19/2026

🎂 Join us in wishing a very Happy Birthday to Flagship's founder! 🎉

Happy Birthday, Mark! We're grateful to have you steering the ship.
Wishing you a day packed with happiness, great memories, and all your favorite things.

07/17/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/02/2026

Living below your means isn’t about restriction, it’s about freedom. The gap between what you earn and what you spend is where your wealth is built. Get this right, and you give yourself the power to grow, invest, and live life on your terms.

06/30/2026

How much risk should I be taking right now?
This is one of the most common questions we hear, especially during uncertain markets. The answer isn’t about timing the market… it’s about aligning your portfolio with your goals, time horizon, and comfort level.
Risk should feel appropriate, not overwhelming. It should adjust as your life and priorities evolve.

06/28/2026

Today we’re celebrating Chris Skutnik’s three-year anniversary with Flagship Wealth Planning. Chris is an outstanding advisor and a valued member of our team, consistently demonstrating dedication, professionalism, and a genuine commitment to both clients and colleagues.

We’re grateful to have you as part of the team and are excited to see all that you’ll continue to accomplish in the years ahead.👏