1. Our passion is Holistic Wealth Planning for families and also multi-generation families. Our Holistic Planning process is unique and thorough. We are fee only. We collaborate with family to show them all the fees they are currently paying and customize a plan that's best for them. We also help give them advice on how they an manage their parent's finance. We provide a high level of concierge service by visiting seniors and connecting family in real-time via technology on meetings. We help families connect with vetted resources for Seniors.
2.The Founder have been doing planning over 23 years and brings her own unique experiences from living with her in-laws for over 15 years. She promote treating clients with kindness, compassion and care. Her staff all have similar backgrounds with living with grandparents/relatives.
3. Florin Group is a RIA firm (only 4% advisors in the US are Registered Investment Advisor).
We bring fun to finance!!! We enjoy motivating, inspiring and educating our clients on their financial challenges and needs. We bring calm to our client's anxiety and worry about money.
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We have a Zoom meeting for 60 minutes face to face interview with clients to see if we are the right fit for their family.
We can also start with a 15min phone call to chat.
All state registered licenses up to date.
AIF (Accredited Investment Fiduciary)