Invest with Flores Wealth Planning

At Flores Wealth Planning, we are committed to helping our clients achieve their financial goals through our investment services. We believe that investing should be a tailored and customized experience that takes into account your individual needs, investment time horizon, and risk tolerance. That’s why we focus on using indexed ETFs and mutual funds to create diversified portfolios that are not only low-cost but also in line with your investment objectives.

We understand that investing can be a complex and confusing process, which is why we aim to make it simple and transparent. Our investment services are designed to work in coordination with your financial plan, providing you with the peace of mind that your investments are aligned with your overall financial goals. We are committed to keeping our clients informed and educated throughout the investment process, providing regular updates on the performance of their portfolios, and making adjustments as necessary to ensure that they remain on track to meet their objectives.

At Flores Wealth Planning, we do not hold custody of your assets. Instead, we partner with industry-leading custodians such as Charles Schwab to manage and safeguard your investment accounts. By working with trusted and reliable custodians, we can ensure that your assets are held securely and transparently, providing you with peace of mind and a level of security that you can trust.

See also Financial Planning Services.