Health + Wealth

See what Fly! can do for you

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We can help you at any stage of life.

Whether you’re just starting out or well on your way to achieving your financial goals, we can help you make the most of every decision.

Comprehensive financial planning takes both your health (insurance) + wealth (retirement) needs into account
Work with an independent financial planner who listens to your needs
Access to state-of-the-art technologies that keep you and your plan on track

Are your personal finances balanced?

Let's take a look.

Understand where your income is going and find out what type of lifestyle you can afford. These three general rules are a good starting point.

15%

Savings

The Rule: Save at least 15% of your income for future needs and goals.

28%

Housing

The Rule: Spend at most 28% of your income on mortgages and property insurance.

36%

Total Debt

The Rule: Spend at most 36% of your income on loans, credit cards and mortgages.

How we can help

Personal financial planning

Financial planning isn’t just about money—it’s about your future.

We can help you organize all the pieces of your financial picture—from your assets to your debts—so you can see where you are now and project where you’ll be in the future. With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them.

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Interactive online investing A simpler way to invest for the more laid-back investors.

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Professional management of your money has never been easier. Our team will choose your investments, monitor the markets, and work to keep your strategy on track. Additionally, you can review your account 24/7 via our mobile app.

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Open an account

Your Investor Profile