Welcome to the Village
Our Clients
Florin Group works with diverse set of established individuals with assets over $1 million who are passionate about achieving financial security
Multigenerational Families
We specialize in planning for multigenerational families. Some need planning for retirement or management of inherited family trusts, large estates, or possibly legal or divorce settlements.
Seniors
We work with seniors to maximize income during retirement and build out distribution strategies that minimize taxes.
Women in Transition
We offer unbiased and objective advice for woman whose wealth may be the result of an inheritance, business success, or loss of a spouse.
Professionals & Business Owners
Many of our clients are executives and entrepreneurs who require additional advice in areas of personal development and financing for their business.
We Work with You and Your Family
to help identify your individual and shared values
and develop a Family Success Plan
How We Treat Our Clients
We Believe
that a family’s beliefs and priorities
should provide the foundation for defining
the purpose of wealth and family goals
We are Inclusive
and help a wide diversity of clients that need assistance in growing and managing their wealth