HOME | ABOUT

The FSG Approach

HOME | ABOUT

The FSG Approach

Our Approach

At Financial Strategies Group, we focus on developing partnerships with our clients.

Our firm is led by a team of advisors. Each who offer a distinct and valuable dynamic in financial planning services.

Expect to have a different conversation with us than you might with some financial planning 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.

If you’re looking for a long-term financial planning partner let’s talk.

Assets Under Management
$ 0 B
Office locations in US
0
Year founded company
0
Clients represented through our firm
0

Let’s talk.

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What We Do.

Let us help you work towards true financial independence.
You know the saying: knowledge is power. Financial well-being comes from successfully applying the principles behind insurance, investing, retirement, estate planning, income distribution, and wealth preservation strategies. It also comes from hard work, diligence, and smart planning.

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Financial Planning

Your goals matter, and we're here to partner with you to help you achieve your version of a healthy, fulfilling life To reach your goals, you must begin with a plan. When it comes to financial plans, perhaps yours is just unfolding. Or you’re in transition. Or needing some guidance. Wherever you are in your planning process, we want to help you develop custom financial strategies that support your goals.

Retirement Planning

Whether you have just started saving for retirement or you are trying to decide when is the best time to retire- Let us help you establish your legacy.

True retirement success is measured by your ability to leave a lasting legacy. Thoughtful retirement and wealth transfer plans ensure that the wealth you've worked hard to build not only supports your lifestyle but also benefits those who matter most to you

Planning for the Next Generation

Our Team has developed a Young Professionals Program that is tailored to the new investor. 

Millennials face unique challenges, from the uncertain future of Social Security to rising education costs and mounting debt delaying major life milestones. However, young professionals have the advantage of starting early. By mastering money management, budgeting, and investing, they can build a strong financial future. The more you know, the more you grow.

Meet our team

Kimberly DeProspero, CFP ®

Partner

Hank W. Cleare, CFP ®

Partner

Christopher Rios, CFP ®

Advisor

Nicholas Rios

Advisor

Mathew Thomson

Paraplanner

Jenni Donovan Rios

Marketing Strategist

Jocelyn Brown

Client Care Manager

Melissa Riley

Client Services Associate

Schedule some
time with us

Phone

+954-888-4680

Email

Teamfsg@fsgplanners.com

Locations

500 Sawgrass Corporate Parkway Suite 100 Sunrise, FL 33325

200 Ashford Center N. Suite 400 Atlanta, GA 30338

Hours of Operation

Mon - Thu: 8.30 a.m. - 5 p.m.
Friday: 8.30 a.m. - 3 p.m.
Sat, Sun: CLOSED