FSGPlanners

OUR APPROACH

A Different Conversation

At Financial Strategies Group, we focus on developing partnerships with our clients. Expect to have a different conversation with us than you might with some financial services firms. That’s because we recognize that life is about more than just your finances—it’s about your values and your vision for the future. Success in financial planning hinges on building confidence and trust, and we want you to feel comfortable sharing important details with us. If you’re looking for a long-term financial planning relationship, let’s talk.

Check the background of this firm on FINRA’s BrokerCheck.

A Dual Perspective

Through LPL Financial, Financial Strategies Group is led by the husband-and-wife team of Hank Cleare and Kim DeProspero. Hank and Kim offer clients a rare and valuable dynamic in financial planning services: a dual perspective. They work together, sharing ideas and strategies to help create a future that fits your values and your vision. Click here to learn more about Hank and Kim.

Dedicated to GIVING MORE than just investment advice

COLLABORATION

Custom Financial Planning

EMPOWERMENT

Financial
Confidence

LEGACY

The Next
Generation

OUR TEAM

Kimberly
DeProspero, CFP®

CERTIFIED FINANCIAL PLANNER™

Hank
Cleare, CFP®

CERTIFIED FINANCIAL PLANNER™

Nicholas
Rios

Financial Planning Coordinator

Chris
Rios,
CFP®

CERTIFIED FINANCIAL PLANNER™

Devon
Hecht

Operations Manager

Mathew Thomson

Paraplanner

Jenni
Donovan Rios

Marketing Strategist

Jocelyn Brown

Client Services Associate

Schedule a Consultation

Call us at 954-888-4680 or enter your email below.