Investment opportunities

At FNL INC, we believe in integrity, excellence, and collaboration. We are dedicated to building strong relationships with our clients and delivering exceptional service that exceeds their expectations.

Our business management services cater to a diverse clientele, encompassing individuals, businesses, and organizations with specialized needs in accounting, financial management, and bookkeeping.

Our team of nationally-recognized business managers excels in serving high-net-worth individuals, family offices, and enterprises across various sectors, including corporate, fashion, food and beverage, and technology. We possess in-depth industry knowledge and are dedicated to helping clients achieve their goals.

We collaborate with major corporations, ensuring their success by managing global receipts, negotiating with international tax authorities, and optimizing operations and budgets.

We support numerous startups from inception, ensuring compliance, streamlining operations, and preparing them for growth. Our services include advising on entity structure and financial functions, comprehensive bookkeeping, and acting as an external CFO.

Additionally, we work with leaders in the department of transportation, providing financial planning, budgeting, forecasting, contract negotiation assistance, and brand development to help them maintain financial responsibility and achieve their objectives.

Financial & Lifestyle Planning is about just that – your lifestyle. We work with you to establish your short- and long-term goals and then map out a customized strategy to get you there. These strategies can cover:

• Expenses 
• Insurance 
• Automotive Agreements 
• Real Estate Purchases 
• Investment Opportunities 
• Estate, Gift, and Trust Planning 
• Monthly Payroll 
• Succession Planning 
• Charitable Planning

Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.

These services include reviewing monthly investment reports, determining if current allocations meet expressed investment goals, and identifying possible duplicative strategies that create inefficiencies and potential additional risk.