Fusion Financial Group
We Get You
Fusion Financial Group provides financial planning and management for women, thriving families, business owners, and subscription-based investors in Colorado and nationwide.
About
Fusion Financial Group focuses on financial planning and management for those they can help most - women, thriving families, small businesses, and new investors. They meld life experiences with client goals, expertise with objectives to create a financial plan that inspires clients to stick with it, with the team guiding along the way.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Services
Wealth Management Plan
Comprehensive wealth management including asset allocation, portfolio management, manager due diligence, risk evaluation, and performance analysis.
Investment Plan
Comprehensive financial plan with implementation and adjustments over time, following a discovery meeting, investment planning meeting, mutual commitment meeting, 90-day follow-up, and ongoing progress meetings.
Subscription-Based Plan (Advice Pay)
Direct access to cutting-edge technology paired with guidance from a financial professional, paid monthly via credit card or ACH like a streaming service.
Second-Opinion Service
Complimentary second-opinion service for friends, family members and associates to experience the same guidance as existing clients.
