Archive for the Video Category

How Europe’s Turmoil Can Impact Your Investments

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

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Do You Know What Your Financial Situation Is Going To Be Like In Retirement?

05/16/12: Most people have investments but they do not know the answer to this question. Greg Powell, President and CEO explains how you can find the answer to that question. If you have questions concerning your financial situation in retirement, call Greg at 989-3498 or email him here. Note: Due to regulations, comments have been turned off. ... read more

Investment Answers, retirement, Video

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What If The Big “If” Happens And Keeps You From Retirement?

05/10/12: The big "if" is anything that could potentially throw you off track to achieve retirement. This "if" could come in many forms. At fi-Plan Partners we help take the anxiety out of the "if's" for our clients. Greg Powell, President/CEO and Wealth Consultant, explains how this is done. If you have questions or concerns about your retirement, call or email Greg here. Note: Because of regulations, comments have been turned off. ... read more

Financial Insights Blog, Investment Answers, Quality of Life, retirement, Video

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The Importance of a Global Perspective for Investors

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

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Fear, Anxiety and Your Financial Goals

04/04/12: If you knew you couldn't fail, what decisions would you make in your life? Greg Powell, President/CEO and Wealth Consultant talks about how asking that question can affect the your investments and goals in your life. Questions? Call or email Greg here. Note:Because of regulations, comments have been turned off. ... read more

Investment Answers, Video

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Keeping Your Financial New Years Resolutions

02/22/12: How are you doing with your New Years Financial Resolutions?  Some studies show that 98% of people give up their resolutions by the end of March.  Wealth Consultant, Greg Powell, CIMA tells you what to do to keep your resolutions. If you have any questions or concerns about your investments, email Greg here or call him at (205) 989-3498. ... read more

Investment Answers, Video

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Is It Time To Do A Little House Cleaning In Your Portfolio?

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

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Tracking Trends in the Financial Markets

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

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How to Prepare for a Lay Off

02/01/12: Are you concerned about losing your job or something happening to the company you work for? Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners talks about what you need to do to be financially ready before such an event occurs. If you have any questions or would like to talk with Greg, call (205) 989-3498 or email him here. ... read more

Investment Answers, Quality of Life, Video

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Believe in a Better Retirement

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. ... read more

Inside fi-Plan Partners, Investment Answers, retirement, Video

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