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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At FLP Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at FLP Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

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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

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 Group Partners

Carson Group 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 Locations

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

Monthly Newsletter
January Monthly Newsletter: Holiday Spending

If you’re like many Americans, the recently passed tax reform and the continuation of the current bull market may have given you the confidence to dig a little deeper into your pockets for holiday spending. Newly released sales data showed retailer’s holiday sales increased 4.9% when compared to last year; the best holiday sales season since 2011.[1] While that may be good news for the retail sector that has seen several recent store closures, it’s probably not great news for the average consumer. Read more

Market Commentary
Weekly Market Commentary January 8, 2018

Global stock markets are moving along at a torrid pace. After a strong fourth quarter, the S&P 500 soared 2.6% last week. Global stocks did slightly better as the MSCI ACWI rose 2.7%. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% last week. Read more

News
Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Blog
Tax Cuts and Jobs Act

Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35% to 21%. Most individual taxpayers will also receive tax benefits, including lower marginal tax rates, and a reduction in the top tax rate for the wealthiest Americans from 39.6% down to 37%. However, all of the individual tax breaks will expire at the end of 2025 to comply with Senate rules. Read more

Video
2017 4th Quarter Outlook Video

Your Carson Group Partners Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. 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

Blog post
  • Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

    Published by Scott Ford, Member of the Investment Committee for Carson Group Partners

    Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement. Read more

Weekly Market Commentary
  • Weekly Market Commentary January 2, 2018

    The S&P 500 completed the equivalent of bowling 300 by finishing all 12 months in positive territory, after accounting for dividends. U.S. stocks gave up some of their December gains last week as the S&P 500 fell 0.4%. The MSCI ACWI rose 0.4% on strong results from developed and emerging markets. The Bloomberg BarCap Aggregate Bond Index climbed 0.5% last week, nearly making up for the previous week’s decline. Read more