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FEE-ONLY FINANCIAL PLANNING
Fee-only financial planning means I am paid solely by the fees you pay for my advice and services, with no commissions or product sales incentives. This ensures my recommendations are unbiased and solely in your best interest. By eliminating conflicts of interest, I can focus on creating personalized financial strategies tailored to your unique goals and financial situation. This model promotes transparency, trust, and a fiduciary commitment to your financial well-being.
WE HELP YOU LOOK FORWARD SO YOU CAN MAKE FINANCIAL DECISIONS TODAY.
WHAT WE OFFER
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Personal Approach
By partnering with a CERTIFIED FINANCIAL PLANNER® professional with two decades of expertise, you can rest assured that your financial plan will be crafted with skill and precision.. Read More
Financial Planning
Flores offers personalized, comprehensive financial planning services that encompass various aspects of your financial life, including retirement, investments, education, insurance, debt management, and estate planning. Read More
Investment Management
We will help you build a strategic and diversified investment portfolio. Our asset allocation models include multiple asset classes and keep expense ratios low by utilizing index mutual funds and ETFs. Read More
IN THE PRESS
WHAT MAKES US DIFFERENT
Fee-Only
We provide unbiased, fee-only financial advice. We do not sell financial products or accept commissions, ensuring our guidance is always focused on your best interests. You pay us directly for objective, conflict-free advice, giving you confidence that every recommendation is tailored to your financial success.
Plan
Flores starts with a comprehensive financial plan. We don’t make any recommendations until we fully understand you and your unique goals, ensuring that the plan we create is tailored to helping you achieve them.
Fiduciary
As a fiduciary, we are legally obligated to prioritize your best interests above all else. This commitment sets us apart from other firms in the securities industry, such as broker-dealers, who may only be held to a lower “suitability” standard.
Modern
Arthur works with clients both virtually via Zoom or in-person, using state-of-the-art financial planning and communication tools. This ensures information is delivered efficiently and securely. At Flores, we are committed to minimizing paper use and embracing a digital-first approach.
Accessible
We understand our clients have busy schedules, and we respect their time. That’s why we offer flexible meeting options, including evenings. Flores is available for in-person or virtual meetings, making it convenient to fit financial planning into your life.
Holistic Approach
We begin by getting to know you, not just your finances. We focus on four key areas of your life—family, work, goals and fears, and financial resources. By understanding these, we ensure your financial plan aligns with what truly matters to you.
ARTHUR FLORES, CFP®
PLAN. GROW. ACHIEVE.
With over 20 years of experience in wealth management, I founded Flores Wealth Planning to offer comprehensive financial planning without pushy sales tactics. I believe in simplifying personal finance and helping clients achieve financial independence through organized planning.
At FWP, we avoid lengthy reports and instead provide interactive action plans with ongoing accountability. You’ll have online access to your finances for continuous updates. Our affordable monthly fee structure is tailored to minimize your expenses.
As your personal financial planner, I’m dedicated to helping you grow your savings and plan for retirement. I’m excited to create a plan that fits your unique needs.
Frequently Asked Questions
What kind of clients do you work with?
How we work with you?
- Getting Acquainted Meeting: We offer a complimentary consultation, so we get to know each other, ask questions, and define how the financial planning process works at Flores Wealth Planning.
- Gathering data and Setting Financial Goals: We will incorporate your financial goals into the plan, and we’ll also ask you for financial information to analyze your current situation.
- Analyzing and evaluating your financial status: We will review your financial information to assess your situation before we consider what you can do to meet your goals.
- Presenting your financial plan: We’ll present recommendations designed to address your unique goals and priorities, based on the information you provided. We will also explain the reasons behind our recommendations, listen to any of your concerns and revise the recommendations as appropriate.
- Implementing the financial planning recommendations: We will create an action plan to implement the recommendations and discuss any other professionals, such as an attorney or accountant that may be needed. We’re here to work with your other advisers, not replace them.
- Monitoring your financial planning recommendations: We can also help to monitor your progress toward your goals. It is recommended that you have annual reviews of your plan and adjust the recommendations, if needed, as your life changes.
What is your turn around time?
What does fee-only mean?
As a fee-only advisor, we do not charge commission or receive 3rd party incentives for selling products. At Flores Wealth Planning, we do not sell products. We provide advice and a plan. We can structure our fees in various ways: hourly, fixed-fee, monthly retainer, or a percentage of assets under management. We will work together to discuss the type of financial planning service you need as well as how you will pay for the advice. All fees are negotiable.
Flores Wealth Planning, LLC is a New York State Registered Investment Advisor.
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