We combine a heart-felt boutique experience with cutting-edge technology and access to investment strategies designed for a lifetime of financial milestones, so you receive support which fits you today and lets you to grow into your future. In addition, we help our clients avoid costly mistakes they may make if investing on their own or not investing at all.
To provide our clients with top tier service efficiencies and a personalized “boutique firm” experience, French Financial Group collaborates with our parent firm Belpointe Asset Management LLC in order to provide customized investment advisory services, exceptional operational support and account monitoring resources.
A Boutique Firm with a Large Firm Backing
As a fiduciary and a fee based financial planner, we are compensated by the fees we charge, not the products we sell. That means every plan and option we present to you is done so to further your goals and best interests.
Our Commitment to You
Relationships are at the heart of our practice. Despite changes in the economy and the markets, one element remains crucial to success: helping our clients achieve financial peace of mind. With that in mind, we craft a custom financial plan for our clients. After diligently considering your long and short-term objectives, risk tolerance and protection needs, we then build tailor-made strategies with specific financial planning steps to assist you in fulfilling your goals.
We also believe communication is key to success. We strive to provide simple, clear direction and guidance for our clients. We know that maintaining open communication with your financial team goes a long way toward building a strong financial foundation.
Choosing a financial planner is an important decision.
Personalized attention from a heart-felt boutique firm.
Comprehensive Financial Planning
What’s it like to have your very own “CFO?” We do our best to provide that experience for you. We will assist you with all areas of financial planning. We do all the planning for you, proactively, and aid with implementation. Financial planning includes:
- Balance Sheet Creation
- Retirement Planning
- Investment Strategies
- Tax Planning
- Debt Management
- Estate Planning
- Education Funding
The real benefit is not any one of those areas individually, but rather the intersection where they all meet. Comprehensive financial planning is included if you are an investment management client. If you wish to just have us provide the planning, we can do so at a flat fee or hourly, depending on time involved, complexity of your financial picture or situation, and your wishes.
AFter Divorce Transition Assistance
For those wishing to use us for investment management we offer these services at no additional cost. We will facilitate all of the paperwork transfers, handle the phone calls and do all we can on your behalf and manage your assets if you wish. If you want to manage your own assets and only want help with planning and transition, we can do so at an hourly rate or a flat fee dependent on the complexity, time needed and your wishes.
Small Business Financial Coaching
This service is for business owners who are expanding and need additional guidance. Our services include retirement plan creation or evaluation, succession planning, and business partnership agreement planning. We partner with business attorneys, CPAs, payroll companies and liability insurance experts to bring you a team of experienced professionals to guide you and your business to the next level.
1095 Evergreen Circle
The Woodlands TX 77380