Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Flagship Harbor Advisors created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 

When I entered the Financial Services Industry in 1989 I had no idea what life would look almost thirty years later. Back then  CD's were offering double digit returns, there was no such thing as a Roth IRA or an ETF and almost every major corporation in the United States was offering a pension to it's retired employees. 

Isn't that just like life?  What you plan for at the beginning of your journey looks completely different by the time you reach the end. You adapt to changes along the way and use these changes to make your journey esier and more rewarding.

For almost 30 years I've been working with clients to help them design a plan for their own financial journey. As time passes we review our progress and make changes in the plan to take advantage of new opportunities as they arise.

I'm a lifelong resident of the South Shore, and my wife Gay and I live in Marshfield with our two Catahoula/Lab mixes - Cash & Carrie. Gay came on board in 2000 and she and I work together with our clients (many of who are our friends and neighbors - and probably yours, too) to help them pursue their financial goals. 

Our goal has always been to help each and every client live a unique and amazing life.