Don't let this pandemic interfere with your financial goals. You will work in partnership with a dedicated Certified Financial Planner professional in various ways - face-to-face, online meeting, e-mail and phone. Arthur Flores is always available to answer any questions you may have during and after the financial planning engagement.
Flores provides personalized comprehensive financial planning services that cover several areas of your financial life such as retirement, investment, education, insurance, debt management and estate planning. We will help you build a strategic and diversified investment portfolio. Our asset allocation models consist of several asset classes and keeps expense ratios low by using index mutual funds and ETFs.
Flores provides personalized comprehensive financial planning services that cover several areas of your financial life such as retirement, investment, education, insurance, debt management and estate planning. We will help you build a strategic and diversified investment portfolio. Our asset allocation models consist of several asset classes and keeps expense ratios low by using index mutual funds and ETFs.
Services
Arthur Flores, CFP, brings together financial planning and wealth management services to help clients achieve their financial goals. Answering your most pressing financial questions is what Flores Wealth Planning is here to do. He provides a modern planning approach that includes strategies and action plans but more importantly, he gets to understand who you are before making any recommendations.
Financial planning is a process, not a document and is designed to help you reach your specific financial goals. Flores Wealth Planning offers you a full range of planning services, and we provide objective and unbiased advice. We uphold our commitment to answer only to you and to keep your financial well-being at the center of our recommendations.
You may also work with Flores Wealth Planning to implement the investment recommendation outlined in your financial plan. You may engage us to provide periodic review of your assets held at your selected broker/dealer or custodian. This engagement does not involve our daily account supervision or account trading; however, we generally provide quarterly account monitoring and offer recommendations as necessary to meet your investment objectives.
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