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Focus on the Stage

At Fleur-de-lis Financial we help premier performing artists focus on the stage by orchestrating and conducting their financial masterpieces. 

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Our Repertoire

Choose from our financial planning repertoire to unlock your financial potential and enjoy a secure and prosperous future. Contact us today to get started on your journey to financial success.

Assistance to<br/>Loved Ones

Assistance to
Loved Ones

Navigate the complexities of giving to your loved ones, securing a brighter future for those you care about most.

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Cash Flow &#38;<br/>Budgeting

Cash Flow &
Budgeting

Tailored solutions optimize your cash flow to achieve your goals and enjoy financial stability.

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Estate<br/>Planning

Estate
Planning

Take care of your loved ones, safeguard your legacy, protect your assets, and ensure your wishes are respected.

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Financial<br/>Therapy

Financial
Therapy

Achieve a healthy relationship with money and overcome underlying beliefs and behaviors that may be hindering your financial well-being.

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Investment&#160; Management

Investment  Management

Grow your wealth with confidence with a personalized investment strategy.

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Retirement Planning

Retirement Planning

The guidance you need to secure and fulfilling and worry-free retirement.

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Insurance Planning

Insurance Planning

Protect your assets and loved ones.

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Tax Planning

Tax Planning

Maximize your tax savings and ensure compliance with ever-changing tax laws.

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Eight Timeless Principles of Investing

Financial planning does not have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.