We offer a number of coaching options to meet each client’s unique needs.

Wealth Management Plan

Your Money

  • Asset allocation
  • Portfolio management
  • Manager due diligence
  • Risk evaluation
  • Performance analysis

Your Plan

  • Wealth enhancement, including cash flow management and tax minimization planning
  • Wealth transfer
  • Wealth protection
  • Charitable giving

Your Communication

  • Regularly scheduled calls, reviews and in-person meetings
  • Strategic alliances, including legal, tax, insurance and investment advisors

Investment Plan

Comprehensive financial plan, with implementation and adjustments over time
handled by you.

  • Discovery meeting
  • Investment planning meeting
  • Mutual commitment meeting
  • 90-day follow-up meeting
  • Ongoing progress meetings

Subscription-Based Plan

The next generation of financial services is here. Advice Pay gives you direct access to the latest cutting-edge technology, paired with guidance from a financial professional. Choose the subscription package best for you and pay monthly via credit card or ACH, just like subscribing to your favorite streaming service.

Learn About Advice Pay

Second-Opinion Service

In order to help the people you care about pursue their financial goals, we have created a complimentary second-opinion service. We are pleased to offer your friends, family members and associates the same experience and guidance that you have come to expect as a valued client of Fusion Financial Group.

Learn About Our Second-Opinion Service

I’m very happy with things at Fusion Financial. Everything is just going great.
—Todd M.
5/15/2023

Todd M.

Thank you for keeping your clients informed of your thinking. I am excited to see what you have planned for the future!
—Marjorie K.
3/2/2023

Marjorie K.

Thank you for doing the best you can for Karen and me every day.
—Rod L.
1/5/2024

Rod L.