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Eric Essix in Concert, May 20th Sponsored by fi-Plan PartnersEric Essix Video Thumb

Senator Jeff Sessions has coffee with local business Owners at fi-Plan PartnersCoffee with Senator Sessions

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BOSS Event is a Success!BOSS Summit Logo
See pictures and read recap here.

My Business Mag HeaderGreg Powell featured on front cover and article for receiving Small Business Champion Award... read more


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Interview Us

Greg Powell, President and CEO
Too often, individuals are fearful to make a change due to a lack of information or concern that they won't know what questions to ask. We are frustrated educators who enjoy discussing our strategies and values with others.

Just as you need to interview us, we want to interview you to see if we can make a difference in your life. Regardless, you will be better informed by our conversation.

So many times, we have had people say that they had no idea this quality of advice and service existed in the financial service industry.

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Call us today to set up a phone or in person appointment.

We are located in the beautiful suburb of Hoover just south of Birmingham, AL.

Email: here

 

Phone:

(888) 989-3498
(205) 989-3498

Fax:

(205) 989-8881

Address:

5825 Feldspar Way
Birmingham, AL 35244

 

 

 

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Career Oportunities

We are always looking for new talent to enhance our exciting and fast-paced environment to add value to our client's lives as well as our own.

Submit a current resume' here.