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Holistic Wealth Planning for Families

Multigenerational Planning in Consideration of Life's Many Aspects

Idealistic Vision of Your Youth

Florin Group is here to partner with you as you begin your journey. In the midst of your chaotic lives, it is our job to help your financial future feel more simple—and to bring you back to the idealistic vision of your youth.


Somewhere along the way, most people lose their sense of magic about money….. 

Girl Flying on Suitcase

How We Create Holistic Change

Holistic means "whole" and we focus on your whole financial picture 

Growing Wealth

Growing wealth is all about meeting lifestyle goals. It’s about being expansive in the realm of money and life. Grow with your money, grow with your life, and make your money grow into something incredible for you and those you love.

Multigenerational Planning

We’re here to help you envision your money legacy. We work closely with each family, as both individuals and as a group, to ensure that every family member feels at peace with life’s many changes. By fostering a sense of togetherness, we will help you outline the perfect plan for your very unique family tree.

Socially Responsible Investing

This is about your investment—your money—and the impact you want to make in the world. We will pinpoint which investments will most feed your soul. See all that you give reflected back to you. Make each choice count. Ensure each investment aligns with your heart and your values. Make the world a better place for you, your children, and your community.

College Savings

We support education for our next generation on every level! In addition to our partnerships with a variety of education companies, we work with each of our parents to invest in their children’s futures. People often ask us, “what is the right vehicle for saving for our children?” We will help you navigate these difficult choices.


Here are just some of the specific services we provide to help you manage your finances

Senior Advising

Multigenerational Planning

Social Security Planning

Mountain Range

Contact Us

What Kind of Help Do You Need?

Help us better understand you so we can find a plan that best fits you and your family's unique needs.

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