what we do

Financial Planning and Wealth Management Services

Building your financial future, together.

At FLS Financial Group, we help you see the full picture of your finances — not just the numbers. Serving South Sound communities and beyond, our goal is to simplify complex decisions and create a plan that moves you closer to the life you want. We believe good financial planning is more than managing investments; it’s about aligning your money with your goals and values.

Financial Planning

A comprehensive approach to your entire financial life, from budgeting and cash flow to long-term wealth strategies that adapt as your life changes.

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Investment Management

Personalized portfolios built around your goals and risk tolerance, with ongoing monitoring and adjustments to keep your investments aligned with market conditions.

Retirement Goals Review

Annual or milestone-based reviews to help you stay on track, refine your income strategies, and adjust to life’s transitions as you move through retirement.

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Estate Planning Coordination

Guidance and coordination with your estate attorney to ensure your financial plan and legal documents work hand in hand.

Insurance Planning

Review your current coverage, identify potential gaps, help to ensure you have the right protection in place.

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Tax Strategy

Tax-efficient planning designed to help you keep more of what you earn. We work closely with your CPA or tax professional to coordinate strategies like retirement contributions, charitable giving, and investment tax management.

Coordination with Other Professionals

Collaboration with your CPAs, attorneys, and other trusted experts for a complete, unified approach to your financial world.

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