Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically - or easily. Squeezed by the demands of daily life, you may know the importance of setting a path to a secure financial future but placed it on the back burner. The good news is that financial planning doesn't have to be an overwhelming burden.
We strive to reduce the complexities of planning and investing. Partner with Financial Connections to bridge your present with your future. We offer broad expertise with individual attention. We recognize that all people are created equally different and a plan needs to be unique to you and your circumstance.
We strive to reduce the complexities of planning and investing. Partner with Financial Connections to bridge your present with your future. We offer broad expertise with individual attention. We recognize that all people are created equally different and a plan needs to be unique to you and your circumstance.
Services
Financial Connections Group, Inc. has been working with individuals and families to help create a more secure financial future since 1994. We are fiduciaries, which means we put our client's interest first. As fee-only financial planners, we offer financial planning and investment services to a wide range of clients.
All our team members serve all our clients. Each client has at least two professionals who know their financial circumstances, but all clients benefit from the expertise across our firm. We strive to create a work environment that utilizes the strengths of each person while fostering continued growth.
We help you grapple with issues you've wondered about - and will probably raise some that you haven't thought of. Once identified, we'll help define a path that can help you achieve your goals. We present the alternatives available to you, answer your questions, and explain the potential ramifications of your alternatives.
We are fiduciaries. That means we put your interests ahead of our own. When we provide investment management, we accept no fees from the investments that we recommend. We use our decades of experience to create your investment portfolio. We start with your goals, your time frame, and perhaps most importantly, your risk tolerance (the degree of fluctuations in your investment returns that you are willing to withstand).
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