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
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