+1-864-235-6408       info@norrisfinancialgroup.com



Whether you’ve gone through our OneLife® Comprehensive Planning process or have just had in-depth goal-based conversations with your financial advisor, portfolio management is where we implement your personalized investment strategy. This service focuses on maximizing the growth of your investable assets while minimizing the risk that your assets are subjected to. Portfolio management is a key part of financial planning and needs to be aligned with your personal financial goals in order to be successful and help you achieve your target objectives. Every portfolio is managed individually since every individual has unique needs.

Unlike other wealth management firms in and around Greenville, NFG is not a “buy and hold” investment firm. We believe there are times to “buy and hold” and there are times to be protective, entering and exiting positions at opportune market levels in order to capture gains and/or avoid losses. Since our OneLife® Portfolio Management clients do not pay commissions or transaction costs we can do this without a conflict of interest. We’re waiting for the next “buy and hold” market and will welcome it with open arms. Until then, our wealth management strategies and our financial advice will be focused on projected growth.

Closeup of investment activity on iPad
Investments on an iPad
Retirement planning documents on a desk
Reviewing paperwork on a conference room table


Comprehensive planning with an investment advisor is the first step in understanding your current and projected financial condition. As a result, your investment advisor will develop strategies that fit your unique circumstances so you can implement a practical plan that’s realistic for you to maintain.

The first step in comprehensive planning is thoroughly reviewing and analyzing your current financial condition, including identifying your needs, goals, and objectives. During this review, your investment advisor will discover the strong, weak, and average components of your current and projected financial health. This is crucial for understanding what path you’re currently on and what changes need to be made if your current path isn’t your desired path.

Comprehensive planning gives your financial advisor a foundation to implement strategies for your future. The process is always evolving, as your circumstances and objectives will change over time. We’ll keep a current and up-to-date outlook on your financial condition by aggregating available account values and continuously monitoring the strategies we put in place.

Comprehensive planning is a team effort requiring an on-going dialogue and coordination between the client and advisor. You’ll always have access to your plan through your encrypted and secure platform, and you’ll receive quarterly condition reports and monthly economic updates.


In addition to financial planning and wealth management services, we also offer several types of insurance that can be valuable for you, depending on what stage of life you’re in. Talk to your financial advisor or investment advisor if you are interested in adding insurance to your wealth management plan

Life Insurance

Being able to provide your family with financial security in the event of an unexpected tragedy is the best gift you can offer, which is what makes life insurance such an important component of wealth management.

Disability Insurance

It can be incredibly difficult, even impossible, to keep up with your financial goals if you’re disabled and can’t work. That’s what makes disability insurance so necessary. Disability policies are, for the most part, aimed at individuals who are currently still working to protect them in the event they become disabled and need a way to supplement their income.

Long-term Care

Rising health care costs have made long-term care (LTC) insurance policies an incremental part of wealth management, accumulation, and retention over the last few years. LTC can provide you with supplemental income to help you keep up with your daily activities and functional routines related to living independently.

Couple consulting with female advisor
Portfolio on conference room table
working meeting together

© 2024 Norris Financial Group. All rights reserved. 

To learn more about the professional history of our financial advisor(s), please visit BrokerCheck
View our ADV here. View our CRS here. View Osaic Wealth Form CRS here.

The views expressed are not necessarily the opinion of Osaic Wealth, Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Securities offered through  Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Norris Financial Group, LLC, a Registered Investment Advisor unaffiliated with Osaic Wealth

The  Osaic Wealth, Inc., Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AR, AZ, CA, CO, FL, GA, LA, MS, NC, OH, PA, SC, TN, TX, VA, VT, WV

PLEASE NOTE: When you link to any of the websites/hyperlinks displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.