Investing involves risk including loss of principal. No strategy or plan assures success or protection against loss.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered Investment Advisor. Integritas Financial Advisors and Flagship Harbor Advisors are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the following states: California, Colorado, Illinois, New Hampshire, New York and Texas.
We specialize in risk mitigation and fixed income strategies for clients in retirement.
We actively monitor your investments and notify you as market conditions change.
We develop an asset allocation strategy based on your financial goals, investment horizon and tolerance for risk.
Your investments are balanced and optimized to earn competitive returns.
We review your unique situation to identify opportunities and potential risks.
We work hard to earn your trust. We work together with you to develop and implement your financial strategy.
With an understanding of your financial goals, we develop a strategy tailored to you.
We help clients new to investing with selection of 401(k) and IRA investments.
Our investment strategies include asset allocation, diversification, and hedging methods that can mitigate your risk of loss.