Planning Today for Tomorrow.
Comprehensive Wealth Management in the Great Northwest
A Northwest team that listens first.
FLS Financial Group brings decades of experience helping individuals, families, retirees, and business owners achieve their goals. We understand the Pacific Northwest’s values and challenges because we live them, too. Whether you’re building wealth, navigating a career change, or preparing for retirement, we are here to be the trusted partner you can count on for honest advice and holistic planning.
We help you navigate life’s inevitable obstacles & provide financial peace of mind.
Financial Planning
Creating personalized, comprehensive roadmaps for all aspects of your financial life, from budgeting and debt management to college funding and retirement preparation.
Investment Management
Designing and managing diversified investment portfolios aligned with your goals and risk tolerance, with ongoing analysis and adjustments to keep you on track.
Retirement Planning
Guiding you through retirement readiness reviews, income strategies, Social Security timing, and Medicare considerations so you can retire with confidence.
Estate Planning Coordination
Helping you plan for the future by protecting your loved ones through wills, trusts, life insurance, and long-term care solutions, ensuring your legacy and assets are secure.
Insurance Planning
Throughly review your current coverage, identify potential gaps to help ensure you have the right protection in place.
Tax Planning Strategy
Evaluate and arrange your financial affairs to help minimize your taxes based on your current situation.
Coordination with Other Professionals
Collaborate with your trusted advisors to help you with your immediate and long-term financial needs.
Experience the FLS difference.
Fee-Based Fiduciary Approach
Clients' best interests always come first. Guidance is provided under a fiduciary standard, and when appropriate, recommendations may include fee-based advisory services or commission-based products that best support a client's goals. Compensation is fully disclosed, ensuring transparency at every step.
Holistic Retirement Focus
Planning for retirement is at the heart of what we do. We take a 360° view of your retirement needs, covering everything from income strategies and healthcare costs to lifestyle goals, so you can retire comfortably.
Experience You Can Rely On
We combine extensive planning experience and professional training to deliver guidance that is thoughtful, ethical, and tailored to your needs.
Local Northwest Expertise & Community Focus
As Pacific Northwest locals, we understand the region's economy and values. We treat clients like family and stay engaged in our community through educational workshops and local events, giving back to the area we call home.
We don't just serve the community, we're part of it.
Over the years, we’ve helped hundreds of South Sound families and individuals reach major milestones. We’ve guided clients through buying their first home, sending their children to college, and achieving retirement goals. Many new clients come to us through referrals, which speaks to the trust and results we strive to deliver every day. We are committed to helping families and businesses plan for a prosperous future.
We turn your financial questions into clear answers.
For our clients, success isn’t defined by numbers alone — it’s about reaching personal milestones and feeling confident about the path ahead. Each post is written to help you think through important choices and stay informed without the jargon.
We’re here to answer what’s on your mind.
Financial peace of mind starts with a conversation. Schedule a consultation with our team to learn how FLS Financial Group can help align your finances with your goals.
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