Blog




Advice For Life | Atlanta's Financial Planning Blog


Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  



Family First: How a third generation financial planning firm stays focused on what’s important

Thursday, May 19, 2016

Every day is a family affair at Financial Strategies Group in Weston, Florida

CFP® Kim DeProspero opened her own practice in 2003 but has been serving South Florida communities since 1986. Prior to his passing from Alzheimer’s in 2011, Kim worked side-by-side with her father, Bob DeProspero, whose 40-year career in the Financial Service Industry was well-regarded locally. In 2011, Kim and her husband, Hank Cleare, merged their practices under Financial Strategies Group, and now Kim’s oldest son, Nick, is the most recent addition to a long line of family financial planners.


Kim DeProspero, 1988Kim and Bob DeProsperoBob DeProsperoNick, Chris and Grandpa
Kim and NickChris and NickNick, Hank, Kim and ChrisHank and Nick
Kim and Nick, Alzheimer's Walk 2015

Nick says family has always been the focus. He and his brother, Chris, grew up living next door his grandparents, raised by single mom, Kim. There was a gate that connected their yards, and lots of opportunities to listen to stories about the business. Clients were friends, and values about money, saving, and helping others were woven into the fabric of their everyday lives. Nick recalls a time when, around the age of 10, he and his neighborhood buddies chased down the ice cream truck and then discovered that Nick was the only one with cash for a treat. “So, I bought all my friends ice cream that day. I always had money saved. I might have been frustrated as a kid about chores and rules about spending, but looking back, I really appreciate what my Mom taught me.”


Unlike other third gen family businesses who experience reluctant and sometimes hostile attitudes towards technology and change, with Kim and Hank, it’s the opposite. “Working with Nick helps push us out of our comfort zone with gadgets and forces us to think differently about workflow processes and relationships.” says Kim, “We love Nick’s Millennial perspective; he’s part of a tech-immersed, informed generation. I believe it makes us better.”


That kind of cooperation is invaluable when it comes to planning for the future, both for clients and for the firm. Financial Strategies Group is passionate about building relationships with the children of their clients, so they can help families establish a legacy that passes on not just what clients have earned, but what they’ve learned. Through education and communication, the FSG Team creates a way to pass on principles, life lessons and wealth to the next generation.


Similarly, growing up surrounded by financial planners had a big impact on Nick’s ultimate career choice. A 2013 Florida State graduate and recent enrollee to the CERTIFIED FINANCIAL PLANNER PROFESSIONALTM ,program, Nick initially considered law but felt drawn to financial planning because of his desire to help people and have depth in his relationships with clients.


“The things he’s learned along the way help him intuitively understand what clients are going through. He’s heard conversations from both client and advisor perspectives his entire life.” Kim adds, “He’s lived through hard family decisions surrounding the health of loved ones personally, and supported those decisions professionally. You can’t fabricate that kind of experience. It’s uniquely woven into his life and it’s informing the way he’s developing and adding value to our clients and our practice. I’m excited for his future; We love having him as part of our FSG Family!”


In January Hank, Kim and Nick traveled to Atlanta to attend our annual conference with other advisor members from Integrated Financial Group. Hank and Kim are founding members and since its inception in 2003, the group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one. This Consortium of expertise is called the Brain Trust.


Hank, Kim and Nick’s affiliation with our unique group is invaluable; it gives them access to a network of talented, like-minded peers who share strategies, best practices and advice. Their clients benefit from the collective expertise of the Brain Trust in addition to the perks of Financial Strategies Group’s customized financial planning approach.


Going forward, the FSG Team will continue to focus on family…theirs, and those of the clients they serve. Expect to have a different conversation with Financial Strategies Group than you might with some financial services firms. That’s because they recognize that life is about more than just your finances—it’s about your values and your vision for the future.


To learn more about Financial Strategies Group, visit www.fsgplanners.com

Tracking #1-496918


Never Miss A Post


Search


Recent Posts


Tags

Join Us Risk Management Jerri Hewett Miller The Brain Trust Michael Stone National Aging In Place Council College Funding Long Term Care Atlanta Financial Planner Bonnie Whyte Consumer Debt Insurance Social Security Milestone Investment Management Father's Day Boomerang Kids Retreat 2014 Retirement Planning Financial Outlook Financial Goals Morris Shank Small Business Taxes Conferences LPL Financial IRA Health Care Travel David Crew Don Patrick David Gaynes Mark Smith Legacy Planning Josh Donley Financial Strategies Group Retreat 2016 Small Business Saturday Business Owners Doctors Lounge Advisor Talk Stock Market LPL Advisors Financial Planning Hank Cleare Al Searcy Brain Trust Dimensional Funds Advisors DFA Investors Gaynes Capital Management Favorite Things Advisors Denny Roodman Connie Weems Scott Mike Irvin Steve Callaham Relationship Basics Mickey Stokes Election Aging In Place Per Stirpes Company Culture Angela Rehkop Veteran's Days Women Investors Top Workplace 2015 Investors Almanac USMC Trent Adams Bull Market Five Star Wealth Managers Top 25 Atlanta Financial Planning and Advisory Firms Integrated Financial Group Distribution Planning Kids Consortium Holiday Gift List Estate Planning Identity Theft Nest Egg Ethical Wills Karen Lee Relationships Land Bridgers Berlin Candy Bomber Joe Gunther Mother's Day Wills Atlanta Journal Constitution Video Sandra Salem Thanksgiving Investing Eugene Fama Jerrí Hewett Economic Commentary Women Retirement 2013 Taxes Searcy, Weems-Scott & Associates 401(k) High Frequency Trading Karen Lee and Associates How To Save Mosaic Capital Management Retreat 2017 Investment Planning Photo Gallery Independent Financial Planners Wall Street Vacation Wealth Horizons Taper Divorce Toys For Tots New Members

Archive








    TOP 25 FIRM
    2004-2016

    Chosen as one of Atlanta’s
    Top 25 Financial Planning & Advisory Firms
    based on assets under advisement.


    RANKED #4 SMALL COMPANY TO WORK FOR IN ATLANTA





    Copyright ©
    Integrated Financial Group. All Rights Reserved.

    DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.