Our Wealth Management 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

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

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

Estate Planning

We have a team of estate planning lawyers that will work with us to plan for your legacy. 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

Connect with an Advisor

Our Wealth Management Services

Portfolio Management<img loading="lazy" class="wp-image-491 size-full alignleft" src="/wp-content/uploads/sites/17/2015/05/Site-Icons_portfolio-mgmt.png" alt="" width="90" height="90" />

Wealth Planning<img loading="lazy" class="wp-image-489 size-full alignleft" src="/wp-content/uploads/sites/17/2015/05/Site-Icons_wealth-planning.png" alt="" width="90" height="91" />

Risk Management<img loading="lazy" class="wp-image-490 size-full alignleft" src="/wp-content/uploads/sites/17/2015/05/Site-Icons_risk-mgmt.png" alt="" width="90" height="90" />

Estate Planning<img loading="lazy" class="wp-image-492 size-full alignleft" src="/wp-content/uploads/sites/17/2015/05/Site-Icons_estate-planning.png" alt="" width="90" height="91" />

Tax Planning<img loading="lazy" class="wp-image-488 size-full alignleft" src="/wp-content/uploads/sites/17/2015/05/Site-Icons_tax-planning.png" alt="" width="91" height="90" />

Age verification

Portfolio Management

Wealth Planning

Risk Management

Estate Planning

Tax Planning