We help thriving families, women, business owners and subscription-based 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, 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 guiding you along the way.
It didn’t take us long 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 and management 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 and management. You need help evaluating where you are and making future financial plans.
Subscription-Based Investors
Everyone has to start somewhere. You’re likely in your 30s. You’ve made a dent in your student loans and other debts and have begun saving for retirement. You’re ready to start planning for the future, but don’t know where to begin.
Financial Planning and Management Throughout the Decades
Throughout life, goals and plans change. And so should your financial plan. Whether you’re in your 20s or your 70s, we’ll help guide you through creating a financial plan that syncs to your current place in life and your future goals.
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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 served
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