At Price Financial Group, we specialize in helping individuals and families navigate life’s transitions. Through every phase of your life, you can depend on us to help you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
We empower our clients to embrace their financial future with optimism and the confidence of knowing they have a plan in place to not outlive their money.
Lori R. Price, CFP® is the Founder, President and CEO of Price Financial Group. She has been providing financial, retirement, estate planning and wealth
management services to her clients in Connecticut, Florida and across the country. After earning a certification as a divorce financial planner in 1998, she
developed a more specialized focus on guiding affluent women through the transition of divorce or losing a loved one.
Lori has been welcomed as a guest speaker at national conferences and has conducted over 350 workshops covering all aspects of financial and estate planning. She has been widely recognized in the industry by Barron’s, Connecticut Magazine and Wealth Manager Magazine among others. She has also been the recipient of the Women's Choice Award for the past eight years.
Our desire is to partner with you, balancing tactical advice with innovative strategy. We are striving to change the way relationships operate within the financial industry. Accomplishing this by creating long-lasting multi-generational partnerships.
We are excited to share our team was featured in Good Morning Wilton. To read more about our Wilton team and how we are working to empower women, click the link below!
Our comprehensive financial planning begins with listening to you, analyzing your situation, circumstances, goals, and objectives, and recommending strategies designed to meet your needs.
Comprehensive Financial Planning
Financial planning is at the core of the services we provide. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track to pursuing your objectives.
As independent advisors we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.
As independent advisors we have no obligations to investment product manufacturers
We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
We spend our time developing customized strategies for the unique challenges you face.
Adhering to an Industry High Standard of Care At Price Financial Group, we are committed to delivering all financial planning services in accordance with the CFP Board of Standards Code of Ethics which emphasizes:
Placing our client’s best interests first
Acting with due care and in utmost good faith
Not misleading clients
Providing full and fair disclosure of all material facts
Disclosing and fairly managing all material conflicts of interest
Whether you are contemplating a separation or divorce, or are in the midst of negotiating a settlement, divorce financial planning can be critical to helping to ensure all considerations are adequately addressed.
Divorce Services
Whether you are contemplating a separation or divorce, or are in the midst of negotiating a settlement, divorce financial planning can be critical to helping to ensure these and other important considerations are adequately addressed, including your:
Standard of living
Retirement planning
Lifestyle goals
Risk management/Insurance
Income sources
Estate planning
Investment management
College planning
To learn more and view a full and comprehensive list of our divorce services, please click here.
Hollis provides financial, retirement, and wealth management services to her clients. She specializes in helping people navigate major life transitions including divorce, the loss of a spouse, and preparing for retirement.
As a Certified Divorce Financial Analyst (CDFA), Hollis firmly believes in building a support team of divorce professionals including attorneys, mediators, and therapists that can help her clients make the best decisions during these emotional times. As a child of divorced parents, Hollis witnessed firsthand the consequences when sound financial decisions are not made.
Hollis is certified in both mediation and collaborative divorce. She is well trained to advocate for one party or serve as a neutral party for the couple during the divorce process. While being part of the support system with the attorneys and mediators, Hollis is able to guide her clients through their short-term and long-term settlement options.
Through Divorce Resource of CT, Hollis provides monthly divorce workshops to help women navigate the complicated process of separation and divorce.
Hollis grew up in Fairfield, CT, and now splits her time between Fairfield, CT, and Palm City, FL. In her free time, she enjoys spending time with her husband and extended family, walking her two dogs, and playing tennis.
We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
Estate Planning
Estate planning allows you to have a say in what happens to your assets and how they are distributed after you’re gone.
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends, and the charitable organizations you designate, according to your wishes. We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs.
Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust* or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.
Trust Services
Trust services are available through The Private Trust Company, N.A., (PTC) an affiliate of LPL Financial.
The Private Trust Company, N.A., serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial advisors.
This model allows our clients to utilize The Private Trust Company to provide professional trust administrative services while we provide investment management services.
Together with The Private Trust Company, we can assist you with these and other needs:
Revocable Living Trusts
Private Foundations Guardianship
Irrevocable Trusts
Family Office Group Relationships
Charitable Remainder Trusts
Custodial Relationships
Charitable Lead Trusts
Agency Relationships
Special Needs Trusts
*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
Tax and legal services are not offered by LPL Financial or Price Financial Group.
Our goal is to help you preserve and protect what is most important to you and your family. Our approach to asset allocation and investment planning seeks to help you.
Wealth Management
Meet income needs over time
Manage risk in line with your goals and time horizon
Generate growth to outpace inflation
As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:
Cash and money market funds
Fixed and variable annuities
Municipal, treasury and corporate bonds
Strategic Wealth Management (SWM)
Domestic and international stocks
Model Wealth Portfolios (MWP)
Mutual funds
Alternative investments*
Exchange Traded Funds (ETFs)
*Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.
No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.
If you have questions about how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and objectives and “stress test” your current retirement strategy.
Retirement Planning
How much can I spend and not outlive my money?
If you have questions about how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and objectives and “stress test” your current retirement strategy. There’s nothing more rewarding than the confidence that comes from knowing you are on the right path to pursuing your important financial goals.
Contact Us to schedule an appointment to stress test your retirement strategy today.
What do you want to achieve for your retirement?
"I don’t want to have to worry about outliving my income."
"I want to know if I can afford to do the things I have planned for retirement."
"Is there a way to guard against catastrophic medical costs?"
We understand the unique needs and challenges investors face who are retired or about to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to minimize taxes and maximize income potential.
Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to protect and grow your retirement assets. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you:
Meet retirement income needs, desires and expenses
Maintain lifestyle choices and priorities
Ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals.
We can assist you with the following retirement plans and strategies:
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