We help thriving families, women, business owners and new investors plan a future worth working toward.
We help thriving families, women, small businesses and new investors plan a future worth working toward.
It didn’t take us long as women in the financial services industry to understand the power of being understood. Of finding our place and path to connect with clients. We focus on those people we can help the most. Because we’ve stood in their shoes. Shared similar experiences. Faced the same challenges. At Fusion Financial Group, we get you. We meld together our life experiences with yours. Our expertise with your goals. Together, we create a financial plan that inspires you to stick to it, with us coaching you along the way.
It didn’t take us long as women in the financial services industry to understand the power of being understood. Of finding our place and path to connect with clients. We focus on those people we can help the most. Because we’ve stood in their shoes. Shared similar experiences. Faced the same challenges. At Fusion Financial Group, we get you. We meld together our life experiences with yours. Our expertise with your goals. Together, we create a financial plan that inspires you to stick to it, with us coaching you along the way.
We Get You
Thriving Families
You’re in your 40s and 50s. Up until now, your financial planning has been focused on your kids. Now that they’re older, you want to make sure your plan is on track for your next life adventures.
Women
You’ve suddenly found yourself with investable assets due to death, divorce or because you’ve sold a business or changed careers. You need guidance and a plan for your new financial future.
Business Owners
You’re wearing a hundred different hats to manage your business, leaving little time for financial planning. You need help evaluating where you are and making future financial plans.
New Investors
Everyone has to start somewhere. You’re likely in your 30s. You’ve made a dent in your student loans and other debts. You’re ready to start investing, but don’t know where to begin.
Financial Coaching, Not Just Planning
Many things in life don’t come naturally. When they don’t, we often rely on coaches to help us reach our potential. We know financial planning rarely comes naturally. That’s why we believe you deserve the commitment and dedication of a coach. And your money does too.
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Fusion Financial Group At a Glance
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years of experience across our advisor team
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families coached
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states where we coach clients
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in assets under management
Accolades
