A Financial Planning and Wealth Management Firm

An entire team of investment specialists working with you to protect and grow your wealth.

As an investor you want a financial planning firm with:

• the best investment strategies

  designed to grow your wealth

• experienced financial advice and

  recommendations

• constant communication

• no restrictions to one particular

  company's investments. We have

  access to all investments.

You want your vision for your life to become reality. We have the financial planning expertise to help you get there. When looking for a financial planning firm you want more than basic formulated investments, life insurance, retirement, and college planning. You want a custom financial plan built around your vision for your life.

Your financial success is based on the relationship you have with your financial planning and wealth management team. We take the time to get to know you, understand your values, vision, and goals. We even have a special place in our office for your children. Visit our Kid's Room here.

After all, it's your money, it's your life.

We Believe | (click to) Meet the Team

We believe you are our number one priority. Here you will find no corporate politics. We believe you are not a number to be placed into a formula. You have a unique vision for your life. Therefore, we believe you deserve a unique financial planning firm to build Your Financial House©.

You will work with our entire team of experts. You will hear from us constantly concerning your portfolio and the financial markets. We communicate to give you the knowledge you need to reduce your anxieties about the "unknown."

Our reputation is based on the difference we make in the lives of our clients. We're dedicated to delivering financial services to you with confidence, character, and commitment above and beyond the competition. We will provide you a client experience that other firms only dream of having. We even have a special place for your children called "Kids Place."

Click here to meet the fi-Plan Partners Team

Contact me with any questions at (205) 989.3498, toll free: (888) 989.3498 or email me here.

Our name "fi-Plan Partners" is unusual but it describes us perfectly.

The "fi" stands for several values:

• financial integrity
• financial independence
• financial insight
• financial innovation
• financial intellegence
• financial improvement
• fulfilled individual

 

Values are important to us. We want to understand your values. We want you to see how important our values are to us... that each and every day we walk our talk, we are who we are, striving constantly to deliver the advice you need to achieve your goals, your dreams, and your values.

We build you a custom Financial Blueprint

Most financial planning firms plug you into a formula of set investments and do not consider your dreams, values, and goals.

At fi-Plan Partners we use a unique process, called Your Financial House®, that considers all of these. We then build you a custom Financial Blueprint designed to:

• reduce your anxieties

• enhance your strengths

• and give you the knowledge to do both

If you've ever built a home or lived in one, you'll appreciate the way we work with you and your family, set up your account, relate to your children, and talk with you about your financial future. Forget the jargon and giant binders full of charts you don't need. All of our wealth consultants use a simple, efficient, and friendly tool called Your Financial House®.

How does it work? Click here to find out.

We are your partner

Life can be hectic. In this fast paced world, we want our clients to know that we stand side by side with them coordinating every step of the way in their financial life.

Whether it is the next step with their CPA or estate attorney, the next move in a strategy in their portfolio, or working with the client to fill out their retirement paperwork, our team of professionals are there for you.

We partner with you, striving to always exceed your expectations and needs.