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Financial Planning Services

You work hard every day to earn money to maintain the lifestyle you and your family wish to lead. That’s why choosing the right Certified Financial Planner™ (CFP®) is one of the most important financial decisions you will make. And that’s why you need to be aware of the advantages of working with an independent CFP®.

Financial planning is not a product... it is a process.  You may use specific financial products, such as mutual funds or insurance, or other creative solutions such as wills and trusts, but only as ends to accomplish the goals you've established.

At Florian Financial Group, comprehensive financial planning services begin by discussing your goals with a Certified Financial Planner™ professional who will help you gather information about your current financial situation and assist you with setting priorities and determining the appropriate planning approach for you. We will then prepare and present our observations and recommendations based on sound financial planning practices.

At Florian Financial Group, the focus is always on you.

Contact us today to learn more about the Financial Planning Services offered by Florian Financial Group, and how we can help you enjoy the rewards of independence!