Florin Group

"It is not hyperbole to report that the professionals at the Florin Group improved our lives and helped us to secure our future. We first engaged with them nearly 20 years ago, a time we were traveling internationally and generally “living large.” Tracy Shen was patient throughout and gently guided us to a more future-focused posture over time. We were able to live our choices while relatively young, and yet now find ourselves on a glide path towards a retirement in this decade that will keep us from becoming a burden to our children. Yes, the Florin Group is composed of fiduciaries and specialists in financial planning, however - and to our delight - they are also unsurpassed coaches in life planning as needed."

"I've known Tracy Shen of the Florin Group for years as a brilliant friend, fellow board member, and colleague in allied industries, and recently I had the opportunity to sit in on one of Tracy and Salma Chaudry's client sessions. I was blown away by how Tracy combines high-level financial knowledge and strategy with a keen sense of emotional intelligence, empathy, and the rare ability to discern the energetic blockages beneath the surface that are holding someone back from achieving full financial abundance. Tracy and Salma truly offer a complete holistic approach to their work, which not only speaks to the practical logistics of financial planning, but more importantly uncovers and heals the deeper emotional dynamics that impact a client's current situation. By including solutions that address the root cause of one's financial journey, the Florin Group creates sustainable and lasting abundance for their clients. Tracy's warmth, humor, and brilliant mind make finance fun for everyone who has the gift of knowing her!"

"I joined The Florin Group Family a little over a year ago. My father was a long time client for over a decade. Tracy and team has been a wealth of knowledge to myself and my family. They have been a huge help and listening ear as I begin new business ventures and with handling my fathers estate. Thanks again Tracy, Salma, Angela and the entire Florin Group."

"Florin Group is the best financial adviser group I have worked with. Their holistic view of our finances made them unique. We hired them to help us reach our dreams, and specially build the support for our daughter in the future. They conveniently come to our house to educate us about our finances and the best plans. They are easy to understand and work with the latest technologies in her field to make it even easier. Everyone on her team is kind and knowledgeable, specially Tracy and Salma. Tracy is a great finance adviser and a wise human being. Tracy goes above and beyond her responsibilities, showing that she really cares about our success. I recommend Florin Group and Tracy to all my friends."

"I have been trying to save for retirement, and decided to hire Florin Group to do the financial planning for me. Tracy and her team are very pleasant to work with. They made a comprehensive plan for me, which is easy to understand. The goals they set are tailored to my unique situation and quite achievable. The element that sets Florin Group apart from other planners is Tracy’s positive attitude and kindness. Through our numerous conversations, I can feel her enthusiasm and know that she is genuinely interested in helping me obtain the result. I am really glad that I chose them!"