Why Choose Flip?
FLIP is a financial literacy and investment platform which not only provides education but also tools necessary to implement financial success including but not limited to Investment Retirement Accounts (Roth, SEP, 401K, etc), securities/stocks/bonds, futures/forwards, Options, domestic and international market indexes as well as financial tools to start, operate and sell a successful business.​
FLIP provides a financial literacy curriculum, in whole or in part, suited to each client’s knowledge, curiosity and desire, which breaks down exact steps to create one’s financial future.
Specifically, many people talk of the need for "financial literacy" but none prior to FLIP articulates exactly what “financial literacy” looks like on a day to day action basis. FLIP transforms financial dreams into reality with simple to follow steps to generate confidence.
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FLIP is for anyone, at any stage in life, curious to better understand and implement a strategy to allow their money to work harder and more efficiently for them than they work for their money.
FLIP executives have a range of backgrounds and professional experiences with which to relate to each clients’ background and ambitions offering solutions that lead to greater financial confidence.
Our Services
1
Investment Planning
Each client is provided bespoke, customized investment portfolio solutions available to maximize clients'’ personal & professional financial ambitions.​
2
Access to Private Wealth & Family Wealth Office
Clients are provided access to an endless variety of potential institutional and private investment solutions.
3
Career Financial Support
FLIP is a full service financial education and implementation tool ensuring clients have the confidence to invest & plan for a stable financial future. With FLIP on the team, clients are never alone.