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.
Why our clients choose to work with us
Our investment philosophy stems from the belief that financial resources are built over time, not overnight. Over the last 20+ years, we have helped our clients through a number of market upturns and downturns. We always work with you as a team so that you have the benefit of at least two viewpoints to help you reach your financial goals. We are a socially progressive company, and we offer Socially Responsible Investing as a viable option.
Financial Connections Group, Inc. is a fee-only firm. Our mission is to:
We welcome all races, all religions, all countries of origin, all ages, all sexual orientations, and all identities.
As you move through life, your planning needs will change. Financial Connections grows with you sharing knowledge and expertise as you move into the future. The better we know you, the more we may offer going forward.
Schedule your 15 minutes introductory call.BOOK NOW
ASPIRE. EMPOWER. ACHIEVE.MISSION STATEMENT
July 12, 2023
No Hidden Costs. No Referral Fees. No Commissions.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.Download the fee schedule Download Disclosure Form ADV Parts 2 & 3