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    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