203.878.8194 info@fnlonline.com

Financial Planning

What can FNL do for you?

At FNL, we offer the professional knowledge and guidance required to develop a plan that reflects your goals and dreams and brings all of the pieces of your financial life together. For over 25 years, we have worked to gain the trust and confidence of our clients by providing comprehensive, independent, and objective financial advice. 

Financial planning encompasses key aspects of your financial life and will be tailored to your unique circumstances. An essential piece of our financial planning process is having a plan in place to take care of your family. We will help clarify your insurance needs, whether you need life, disability, or long-term care insurance, we’ll work with you to create a personalized insurance plan to protect what matters most.

Our Services

E

Risk Profile Evaluation

E

Retirement Planning

E

Cash Flow Analysis and Budgeting

E

Wealth Accumulation

E

Insurance Analysis

E

Estate Planning

E

Education Planning

With mobile access to our website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are.

E

Connect all your accounts for a consolidated view of your financial picture

E

Monitor all your accounts by viewing interactive charts

E

Safely store your most important financial documents in the vault

Ready to see what your complete financial picture looks like?