• We build
    True Wealth

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

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  • Process-Driven
    Strategies

    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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Personalized 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

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

How to Protect Your Assets in Your Retirement Fund
Blog
How to Protect Your Assets in Your ...

By Matthew M. Glatt, CPA – Founder and CEO of FLP Financial Group, LLC

You have worked very hard – your whole career in fact – to secure a comfortable retirement for yourself, and perhaps a spouse. Many soon-to-be retirees fret over whether or not they will have enough money to carry them through the next 20+ years, and helping to ease those fears is a big part of my job here. One way I accomplish this is by coming up with strategic plans of action and keeping in continual contact with my clients.

However, even the owners of the most robust portfolios with the most vigilant of financial advisors on their team can still be duped out of their hard-earned money.

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Market Commentary
Weekly Market Commentary February 21, 2017

According to the economic data, it appears that overall activity in the U.S. has indeed increased, signaling that the Trump-driven optimism may be reaching the real economy. U.S. consumers are continuing to spend at a robust pace with both inflation and retail sales data coming in better-than-expected for January. Read more

Monthly Newsletter
February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized ...

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

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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

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

    Blog post
  • Managing Your Wealth: How to Prioritize Spending vs. Saving

    According to a recent survey, nearly half of Americans have little to nothing in their savings accounts. The great recession took a huge toll on many people in many subtle ways. Certainly, real estate values went down and investments suffered, but there were also jobs lost, and companies held off on raises and bonuses for their employees.

    Even though the economy has taken an upturn recently, the effects of the recession are still being felt in a very real way by many working people. In fact, when adjusted for inflation, the average household was making less money in 2015 than they were back in 2003.

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    Weekly Market Commentary
  • Weekly Market Commentary February 13, 2017

    Despite a flat outlook on the market this week, President Trump was able to evoke a bullish sentiment, propelling all three major U.S. indices to new highs late in trading session. The S&P 500 ended the week up 0.81%, bested by the Dow Jones Industrial Average and the NASDAQ Composite which were up 0.99% and 1.19%, respectively. Read more