Broker Check


FROM NUMBERS TO NARRATIVES: OUR STORY

Our narrative is entwined with yours—a tale of human exploration, discovery, challenges met, and triumphs celebrated. It echoes the call to adventure resonating in every heart, urging us towards greatness, towards being the architects of our destinies. This journey demands courage, determination, faith, and hope—all amplified by the support of those we hold dear. At Financial Growth Partners (FGP), we've woven a rich tapestry of relationships built on love and trust over the years. The wisdom garnered from these connections forms the very fabric and fortitude of our firm today—an offering we extend to you.

Our mission transcends transactions; it's about understanding you. It's a participatory knowing that matures and deepens over time, weathering the highs and lows of life. It's a knowing that stands beside you in moments of celebration and in times of sorrow. This understanding provides context and connection to the financial decisions shaping your journey. It's a knowing that not only shares the wisdom of those who've paved the way before us but also contributes to the collective wisdom for those yet to come. In the grand voyage of life, we believe in traveling together. With FGP, you don't just belong; you're embraced. We accompany you, advocate for you, and safeguard your path toward a life of financial independence.

PLANNING

PLANNING

We create strategies that are tailored to your goals.

Learn more
INVESTMENTS

INVESTMENTS

Create an investment strategy that's right for you.

Learn more
PROTECTION

PROTECTION

Insurance solutions uniquely designed for your circumstances.

Learn more
BUSINESS

BUSINESS

Business Strategies that work for your company's future.

Learn more

FROM INVESTMENTS TO INSPIRATION: OUR PHILOSOPHY

It’s important to first organize financial priorities and understand the proper order for addressing your specific situation. Take care of today, establish a good foundation to respond to life events, and then build on that solid framework to prepare for the time ahead.

Our uncommon approach to financial strategies is grounded on decades of experience. Let us help you get to the financial life you want. We offer a holistic overview of your personalized financial picture – and journey – all in one place. But having all your financial information readily available to you is only the first step. Our step-by-step approach shows you the simple logic and order of financial decision-making that help you reach your financial goals.

Traditional financial thinking often targets a narrow area of focus, leaving other critical areas completely unaddressed. This can lead people to take inappropriate levels of risk and leave them financially vulnerable and unprepared for their future.

Whatever dreams you have for your financial future, it takes the right strategy to make it happen. You need a proven process that respects your current life and lifestyle — and one that puts you on a solid path to achieving all that is important to you.

IN MOTION

IN MOTION

We are purposeful, make things happen and forward thinking.

Purposeful
HIGHLIGHTER

HIGHLIGHTER

We are positive, vibrant and a bucket filler.

Positive
ACTUALLY DIFFERENT

ACTUALLY DIFFERENT

We are bold, authentic, reliable and creative.

Authentic
INDEPENDENT & COLLECTIVE

INDEPENDENT & COLLECTIVE

We are promoting independent interests and thoughts and together as one.

Independent

Award-Winning Culture. Real-World Impact.

                        

At Financial Growth Partners, culture isn’t just a buzzword—it’s a commitment. We’re proud to have earned four 2025 Top Workplaces Culture Excellence Awards, recognizing the way we care for our people and live out our values every day.

These national honors celebrate our dedication to:

  • Work-Life Flexibility – Creating space for life outside of work and leading with empathy
  • Compensation & Benefits – Valuing our team with meaningful rewards and real appreciation
  • Leadership – Inspiring confidence and listening to the voices that matter most—our people and our clients
  • Purpose & Values – Aligning our work with a mission that’s bigger than numbers

These awards reflect what we’ve always known: when people thrive, great work follows.

WE'RE HERE FOR YOU!

What’s the value of a financial professional? Nearly 40% of Americans avoid dealing with their finances because they feel overwhelmed by them and more than 1 in 3 consider delaying retirement. 1 People who are most satisfied with life are also financially confident, and those who are least satisfied with life are struggling with their finances. 1

Learn more

36,335

Client Households 2

$4.1B

Assets Under Administration 3

$16.2B

of life protection

125

Professionals Ready to Assist

FOR YOUR LIFE

FOR YOUR LIFE

See how we can help you tell financial fact from fiction, so you can achieve Financial Balance® and accomplish your goals.

Learn more
FGP: FEATURING GOOD PEOPLE

FGP: FEATURING GOOD PEOPLE

A relationship with a financial professional can bring courage, relevance, understanding and emotion into the experience of navigating the choppy waters of your financial adventure.

Learn more
RETIREMENT CHALLENGES FOR WOMEN

RETIREMENT CHALLENGES FOR WOMEN

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging.

Learn more

WHAT OUR TEAM HAS TO SAY:

HAVE A QUESTION?

Thank you!
Oops!

1  Guardian Study of Financial and Emotional Confidence, 2021

2 Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.

3 Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.