It’s important to first organize financial priorities and understand the proper order for addressing your specific situation. Take care of today, establish a good foundation to respond to life events, and then build on that solid framework to prepare for the time ahead.
Our uncommon approach to financial strategies is grounded on decades of experience. Let us help you get to the financial life you want. We offer a holistic overview of your personalized financial picture – and journey – all in one place. But having all your financial information readily available to you is only the first step. Our step-by-step approach shows you the simple logic and order of financial decision-making that help you reach your financial goals.
Traditional financial thinking often targets a narrow area of focus, leaving other critical areas completely unaddressed. This can lead people to take inappropriate levels of risk and leave them financially vulnerable and unprepared for their future.
Whatever dreams you have for your financial future, it takes the right strategy to make it happen. You need a proven process that respects your current life and lifestyle — and one that puts you on a solid path to achieving all that is important to you.
You will learn about us, our philosophy, our involvement in the community, and our commitment to improving the lives of those we serve. Our knowledge and experience are supported by a unique strategy and organizational tool called The Living Balance Sheet®.
We create strategies that are tailored to your goals.
Create an investment strategy that's right for you.
Insurance solutions uniquely designed for your circumstances.
Business Strategies that work for your company's future.
Our story is your story. It’s the human story. A story of exploration, a story of discovery. A story of challenge and a story of triumph. A story of victory and a testament to the eternity of the human soul. The call to adventure lies in each human heart. The call to greatness. To be what we were created to be. This call requires courage and determination, faith and hope. And it requires the aid of those we love and trust. We’ve been building relationships of love and trust for years. We’ve learned and grown in each experience and the wisdom from those experiences is the fabric and strength of our firm today and our offering to you.
Our mission is to know you. A participatory knowing that takes time to mature and deepen. A knowing that seasons and weathers through the peaks and valleys of life. A knowing that celebrates with you, that cries with you. A knowing that gives context and connection to the financial decisions made along the journey. A knowing that shares the wisdom of those who have come before us to inform us as we gather wisdom for those who will come after us. To travel well, travel together. With FGP you belong. With FGP we go with you and for you on your way towards a life of financial security.
Forward Thinking. Making Things Happen
Independent Thoughts & Interests, Together as One and Free
What’s the value of a financial professional? Nearly 40% of Americans avoid dealing with their finances because they feel overwhelmed by them and more than 1 in 3 consider delaying retirement. 1 People who are most satisfied with life are also financially confident, and those who are least satisfied with life are struggling with their finances. 1
Curated articles, videos, and more for a financially savvier you.
See how we can help you tell financial fact from fiction, so you can achieve Financial Balance® and accomplish your goals.
A relationship with a financial professional can bring courage, relevance, understanding and emotion into the experience of navigating the choppy waters of your financial adventure.
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging.
"They took time to get to know me personally and professionally. It was refreshing to see how much they wanted me to succeed by identifying what motivates and empowers me. The collective, independent and collaborative approach is great to be a part of."
--a Financial Growth Partners team member
"I joined FGP with the goal of educating my community on financial literacy. I was drawn to the unique and appealing approach that FGP offered, which I had never seen before. The opportunity to help others achieve financial freedom through FGP was something that I was excited to be a part of."
--an FGP team member
This is the best firm that offers autonomy to operate as an independent financial advisor while offering “back office” support and an inclusive culture that encourages partner and joint work for additional support for all advisors.
-- an FGP advisor
1 Guardian Study of Financial and Emotional Confidence, 2021
2 Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.
3 Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.