12040 South Lakes Drive
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Financial Solutions Group assists businesses and individuals in aspects of retirement planning, analysis and guidance relating to financial products in making investment decisions. As specialists we gather financial information, analyze it, and make recommendations based upon the client’s investment requirements. We also help our clients identify and plan to meet their short and long term goals. As investment representatives we help clients with retirement and estate planning, funding college education, and investment choices. We offer advice on a wide range of topics, ranging from retirement and estate planning to risk management. We also develop a financial plan that helps identify problem areas, making recommendations or for improvement, and selecting appropriate investments compatible with the client’s goals, attitude toward risk, and expectations or needs on the investments. We answer clients’ questions regarding changes in benefit plans or the consequences of a change in their businesses or an individuals’ job or career.
Financial Solutions Group is dedicated to providing businesses and individuals with exceptional service related to financial insight, retirementplanning, and employee benefits. As specialists, we gather financial information to analyze and make recommendations based on the client requirements. We also help our clients set short and long term goals and identify ways in which to meet those goals. As planners, we help clients with employee benefits, retirement and estate planning, funding college education, and specific investment choices. We offer advice on a wide range of topics ranging from retirement and estate planning to risk management and employee benefits. We also develop a comprehensive strategy that identifies problem areas, and then provide recommendations for improvement that are compatible with the client’s goals, risk tolerance, and expectations.Financial Solutions Group is an independent financial planning firm that is not captive to any one institution. This freedom allows us to research and evaluate the most effective and competitive products and services for our clients from various providers. Our mission is to partner with our clients to help establish and achieve their financial goals through objective planning and management of investment assets.We adhere strictly to the CFP Code, which outlines the practice standards, when servicing employee benefits and financial planning. This broad-based approach to financial advice distinguishes us from other professional advisers who typically focus only on specific areas of a business or individuals.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.