One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
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)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
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
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 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
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
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
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.
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.
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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