Flores Wealth Planning

A Personalized Approach to Financial Planning

Flores Wealth Planning believes in empowering individuals to achieve financial security and fulfillment through personalized and accessible financial guidance. We specialize in comprehensive planning for individuals, families, and business owners, offering a refreshing blend of expertise, transparency, and affordability.

Who We Are

Founded by industry veteran Arthur Flores, CFP, Flores Wealth Planning draws on over two decades of experience working with leading wealth management firms in New York. With a deep understanding of complex financial concepts and a genuine passion for simplifying the planning process, Arthur is dedicated to helping clients achieve clarity and control over their financial future.

What We Do

We provide a holistic approach to financial planning, covering every facet of your financial life. Our services include:

Financial Planning & Goal Setting

• Developing a personalized financial plan that aligns with your unique goals, values, and aspirations.
• Identifying potential risks and developing strategies to mitigate them.
• Establishing and tracking progress towards your financial goals.

Investment Management

• Building a diversified portfolio that aligns with your risk tolerance, goals, and financial situation.
• Utilizing low-cost index funds and exchange-traded funds (ETFs) to maximize returns and reduce expenses.

Additional Services

• Retirement planning and analysis
• Education planning and scholarship strategies
• Insurance review and risk management
• Estate planning and succession guidance
• Debt management and consolidation

What Sets Us Apart

• Fee-Only Model: We believe transparency and accountability are essential, so we charge an hourly fee for our services, eliminating any potential conflicts of interest.
• Fiduciary Responsibility: We are committed to upholding the highest ethical standards and acting in your best interests.
• Client-Centered Approach: We prioritize understanding your unique situation, goals, and concerns before developing a personalized plan.
• Accessible and Flexible: We offer virtual and in-person consultations to accommodate your busy schedule and preferences.

Next Steps

If you're seeking personalized guidance, tailored solutions, and an accessible approach to financial planning, schedule a complimentary consultation with Flores Wealth Planning today. We look forward to partnering with you on your journey to financial security and success.