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.
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