• We build
    True Wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
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    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

FLP Financial Group believes in a holistic approach to your financial health by listening and getting to know our clients at an enhanced level. Learn More

Risk Management

Risk Management begins with insight. What is important to our client? At FLP Financial Group we consider and evaluate each client’s exposure to loss in relation to what is ‘valuable’ to them. Learn more

Tax Planning

As licensed CPAs, with over 25 years of tax planning and preparation experience, we plan with total awareness of the tax implications of each aspect and transaction within your financial plan. Learn more

Wealth Planning

At FLP Financial Group, Wealth Planning starts with understanding our whole client. Our process begins with our client prioritizing the things that mean most to them. Learn more

Estate Planning

Our estate planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more

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Holistic Wealth Management

FLP Financial Group’s mission is to help you strengthen your financial health through awareness, knowledge, planning and action. We are one of the top wealth management firms in Connecticut serving families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let FLP Financial Group help guide you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Headquartered in Cheshire, Connecticut, FLP Financial Group provides the highest level of service for our local and national clients. Contact us today and let us help guide you on your True Wealth journey.

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Insights

FLP’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary March 27, 2017

The week of March 20 began with fluctuation in the markets, as investors signaled signs of uncertainty in President Trump’s ability to pass legislature. Though market volatility has been at a historically low point, trends changed this past week when the NASDAQ Composite, S&P 500 and the DJIA fell 1.22%, 1.44% and 1.52%, respectively. Read more

What’s in Your Wallet? A Powerful Portfolio Management Tool
Blog
What’s in Your Wallet? A Powerful ...

Published by Rob Furlong

When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Monthly Newsletter
March Monthly Newsletter: Billions of Reasons To ...

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of Spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Video
How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to leran how a trusted financial advisor can help. Read more