Choosing a financial planner is an important decision.

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Our Company


We know that choosing a financial planner is an important decision. At French Financial Group, your peace of mind is very important to us. Our mission is to help our clients achieve financial peace of mind, restore financial order where needed, and enjoy life to the fullest.

As a fee-based advisor, I am compensated on assets we advise and not the products we sell. This allows us to sit on the same side of the table as our clients. When you succeed, we all succeed. Our team acts solely in your best interests.

Our Commitment

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.

Our Services

Financial Planning & Wealth Management

As your financial steward, our goal is simple: to help you grow and protect your assets. We develop and construct client portfolios comprised of low cost mutual funds and exchange traded funds as well as individual stocks, and manage to our clients’ tolerance for risk, timeline and goals.   Our comprehensive plans are designed to help you build confidence in your financial future. For those who want to invest on their own, we provide a financial plan for a flat-fee. A comprehensive financial plan is included for our Wealth Management Clients.

Small Business Owners

As business owners, we understand the plight of business ownership with all its rewards, freedoms, risks and problems.   We provide a host of services designed to help the small business owner grow while protecting their businesses and their wealth.  We also provide planning to help the small business owner manage the balance between a personal life and growing a thriving business.   We facilitate and manage a host of retirement plans, help with key-man insurance planning and disability insurance planning.   We work with start-ups, businesses in transition and businesses with succession planning needs.    

 

Life Transitions

Since our inception, we have helped clients effortlessly transition through major life events such as college, marriage, divorce and retirement. By looking at the whole picture of your life, we can develop a tailor-made strategy to restore order to your life and secure peace of mind. We work with many individuals after divorce.   We help those individuals find financial peace of mind and freedom as they start their next phase of life. 

Estate Preservation Strategies

A solid estate preservation strategy ensures your assets are protected and your loved ones are cared for in the future. We are well-suited to help with beneficiary and tax planning, various forms of life insurance and to facilitate the security of your wealth from generation to generation in a tax efficient manner. We may also utilize various forms of low cost, fixed annuities to create “personal pension” plans with guaranteed income options. This can help preserve your wealth for late in life emergencies, or for your heirs.

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