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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are 5 reason why you may consider working through retirement.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Taking your Social Security benefits at the right time may help maximize your benefit.
Pundits say a lot of things about the markets. Let's see if you can keep up.