Flourish: Verb /fləriSH/
To grow or develop in a healthy or vigorous way, especially as the result of a particularly favorable environment.
We are Flourish Financial Partners, and we help clients gain clarity and confidence regarding their finances. We do this by taking the time to learn about our clients and their values, discuss their goals, and create customized financial plans that align with their core beliefs and ambitions. We believe that this process is the reason our clients continue to work with us and flourish with our guidance.
Our goal is to go beyond the service level of the conventional wealth management firm and serve as a trusted team of professionals you can rely on for honest recommendations and ongoing education tailored to your questions. Through our distinctive and comprehensive approach, we aim to take your financial concerns off your plate so you can focus less on your financial challenges and more on the things that matter most to you in life. It’s our passion and the reason we help people every single day.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the economy's cycles can help put current business conditions in better perspective.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.