Archive for the Inside fi-Plan Partners Category
05/23/12: With so much going on in Europe, there could be major impact on your investments. The world is tied together economically and Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners explains several different ways it could impact you.
If you have specific questions about your investments, give Greg a call at (205) 989-3498 or email him here.
Note: Due to regulations, comments have been turned off. ... read more
Inside fi-Plan Partners, Investment Answers, Video
04/18/12:The importance of a global perspective for investing is vital for any financial investor. In this brief video, Greg Powell, CIMA, President/CEO of fi-Plan Partners explains how his portfolio team stays focused on their clients' portfolios with a global perspective.
Do you have a question or concern? Call or email Greg here.
Note:Because of regulations, comments have been turned off. ... read more
economic data, Economic Outlook, Inside fi-Plan Partners, Video
Political climates around the world can have rippling affects not just on those countries but also on the United States, the financial markets and our economy. Greg Powell, President/CEO of fi-Plan Partners, explains how he and his portfolio team track political elections in key countries and project what possible affects they can have on American investors.
Email Greg here or call him if you have any questions or concerns.
Note: Becau ... read more
Economic Outlook, Government, Inside fi-Plan Partners
02/15/12: Every year it's good to take a hard look at your portfolio and determine if you need to do any financial house cleaning. Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners, has been talking with his clients about this. Watch to hear what he says to them.
If you have any questions or comments for Greg, call him at (205) 989-3498, or email him here. ... read more
Inside fi-Plan Partners, Investment Answers, Video
02/08/12: Tracking trends in the financial markets is no easy task. At fi-Plan Partners we are constantly researching and monitoring the markets looking for opportunities for our clients. In this video, Greg Powell, President/CEO and Wealth Consultant talks about how he and his portfolio team find and track trends. ... read more
Inside fi-Plan Partners, Investment Answers, Video
Do you believe there is a better way to plan for your financial future, with potentially less risk, better service and strategies designed to protect and grow your wealth? At fi-Plan Partners, we are different in the way we have an entire team of investment specialists to work with you. Greg Powell, President/CEO and Wealth Consultant explains the advantage investors have when working with fi-Plan Partners.
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Inside fi-Plan Partners, Investment Answers, retirement, Video
01.04.11: What does it mean to work with a championship team of investment specialists? Greg Powell, President/CEO and wealth consultant explains his teams philosophy of playing to win for their clients everyday.
Email Greg here with comments and questions.
Note: The opinions voiced in this material are for general information and are not intended to be specific advice. Any indices such as the S & P 500 can’t be invested into direc ... read more
Inside fi-Plan Partners, Investment Answers, Video
12/28/11: fi-Plan Partners has built it's firm around relationships. We know our clients and our clients know us. When you are trusting someone with your finances, having a good relationship with your financial advisor is vital to reducing your anxieties about your financial future.
Note: The opinions voiced in this material are for general information and are not intended to be specific advice. Any indices such as the S & P 500 can’ ... read more
Inside fi-Plan Partners, Investment Answers, Video
12/23/11: At fi-Plan Partners we believe the best investment you can make is in your family. Each team member of our financial planning and wealth management firm in this video share briefly a Christmas tradition they carry out each year as an investment in their family. Please let us know if you have any family traditions that are special to you.
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Inside fi-Plan Partners, Video
Greg Powell, President/CEO and Wealth Consultant, introduces Franklin Bradford as a new addition to the fi-Plan Partners team. (Read Franklin's bio here)
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Inside fi-Plan Partners, Video
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