Choosing a financial planner is an important decision.
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WHAT’S YOUR INVESTING PERSONALITY?
Download our short quiz. It’s just 7 questions long and can help you take the first steps toward a stronger financial future.
Investment Personality Quiz
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.
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.
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.
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.