Summary of Services

Florian Financial Group LLC is an independent advisory firm whose mission is to partner with our clients to help them achieve their financial goals through objective planning and management of investment assets.

We believe ongoing and proactive implementation – delivered through advice that is tailored, big-picture oriented, objective, competent and ethical – to be indispensable, and we have designed our services to reflect these beliefs.

Whether you are seeking answers to a few key issues, need a second opinion or need ongoing assistance, our flexible approach allows you to choose the level of service that’s right for you in the areas of:

Investment Management – We work with you to evaluate your current portfolio, and develop an Investment Policy Statement including the proper asset allocation and investment selection for your goals. Our strategies can be implemented with active or passive investments. Learn more…
Financial Planning – Our financial planning process is tailored to the issues that are important to you. We can help you focus on a single goal, build a comprehensive plan or provide a second opinion on your existing plan. Learn more…
Insurance Review – We review and monitor existing life, disability and long-term care insurance. We also assist clients with the purchase of new policies to cover the most common needs of family security, business succession planning and estate planning. Learn more…