You’re Here Because Something’s Changing
Maybe it’s retirement on the horizon. Maybe it’s time to think seriously about your exit. Either way, you’ve got questions, and you want real answers from experienced professionals – not a pitch.
Meet the Flagstone Family
We Turn Complicated Transitions Into Clear Next Steps
We’re a Nebraska-based team of financial planners who specialize in retirement and business transitions. We’re here to help you move forward with confidence – without the stress of managing every detail yourself.
If you’re looking for:
- Advisors who listen first and adapt to how you think
- Comprehensive planning that (finally) gets done
- A team approach where personal relationships meet operational excellence
Flagstone might be a fit for you.
What GRIT Means to Us
Growth
We’re always looking to grow. Not just your portfolio, but also our team, our capabilities, and our capacity to serve you better over time. A thriving firm means better outcomes for everyone.
Relationships
Relationships are the foundation of everything we do. Your success is personal to us. We want to know what’s happening in your life, not just your accounts.
Integrity
We’re legally bound to act as fiduciaries, but we’d do it anyway. That means honest conversations (even when it’s uncomfortable), transparent recommendations, and putting your interests first.
Teamwork
You don’t just get one advisor. You get a team with complementary strengths, matched to what you actually need. We call it “unique abilities:” everyone working in their zone of genius to serve you.
Whether you’re approaching retirement or planning your business exit, we’re here to work alongside you.
If you’re 50+ and approaching retirement…
you’ve spent decades building meaningful wealth through discipline and smart choices. Now you’re wondering:
- Can I realistically retire when I want… or do I need to keep working?
- How do I turn decades of saving into reliable income without running out?
- What should I be doing about Social Security, Medicare, and taxes to avoid costly mistakes?
- How do I make sure my spouse and family are protected if something happens to me?
If you’ve built a business generating $1M+ in revenue…
and you’re thinking about what comes next, you’re probably asking:
- What's my business actually worth in today's market?
- How do I structure the transition on my terms, not someone else's?
- Will I have enough after I sell to retire comfortably?
- How do I avoid being blindsided by issues I don't even know to ask about?
- How do I take care of my team and clients through a transition?
If any of that sounds familiar, you’re in the right place.
FAQ
Who is Flagstone Financial Management?
Flagstone Financial Management is a Nebraska-based financial planning firm specializing in retirement planning and business exit planning. We serve clients in 30+ states, with a focus on pre-retirees and retirees (50+) and business owners planning their transition. We’re fee-only fiduciaries; that means no commissions, no products to sell, just advice.
What makes Flagstone different from other financial advisors?
We do comprehensive planning (not just investment management). We coordinate tax planning, estate planning, and Social Security optimization, and work alongside your CPA and attorney. We also specialize in retirement and business transitions. Whether you’re moving from career to retirement or from business ownership to whatever comes next, we’ve helped hundreds of people navigate that specific inflection point.
Is Flagstone Financial a fiduciary?
Yes. We’re legally required to act in your best interest at all times. We’re paid directly by our clients, which eliminates the conflicts of interest that exist in product-based models.
Ready to Start a Conversation?
We start by listening - really listening - to understand what you want, what keeps you up at night, and what success looks like for you.
No pressure or pitch. Just a mutual conversation about whether working together makes sense.