Custom planning
Offers financial planning tailored to clients' values and future visio
Financial Strategies Group
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About Financial Strategies Group
This is a financial advising firm. It offers custom financial planning through LPL Financial, with an approach centered on clients' values and visions for the future. Partners Hank Cleare and Kim DeProspero work together to bring a dual perspective to planning conversations. The firm also describes its work as collaboration, helping clients build financial confidence and consider the next generation. Its team includes CFP® professionals, advisors, a paraplanner, and client care and service staff. Financial Strategies Group serves clients through virtual meetings across the country, with offices in Sunrise, Florida and Atlanta, Georgia. The firm invites prospective clients to schedule a consultation about a long-term financial planning relationship.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Dual perspective
Partners Hank Cleare and Kim DeProspero collaborate on planning.
Virtual meetings
Connects with clients across the country through virtual meetings.
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