(Media contact Chris Davis at (205) 989.3498 or by email here.)
Click here to read the article
The wedding of fi-Plan's Laura Baker is featured in this month's issue of Southern Bride. Click here to view pictures of her beautiful wedding.
Our very own Amy Marquis, fi-Plan Partners' Chief Operations Officer, is featured in this month's B-Metro magazine in the Power of Women issue.
fi-Plan Partners was honored to attend the City of Hoover Mayor's Prayer Breakfast. ABC 33/40 news anchor, Brenda Ladun emceed the breakfast with a host of guests sharing the stage to bring a message of hope and gratitude for our great city and nation.
View full image here.
fi-Plan Partners has always had strong relationships with dentist which is why we were a proud sponsor of the Practice Performance Event of 2013.
fi-Plan Partners was a proud sponsor of Samford University's Legacy League Scholarship Gala with guest speaker Sean Tuohy, whose story inspired the book and movie The Blind Side. fi-Plan's Quint Cook, Ashley Page, Jon Roberts and Amanda Robinson enjoyed the evening with Samford President Andy Westmoreland and his wife Dr. Jeanna Westmoreland.
Greg Powell, Chairman of the NFIB Alabama Leadership Council and Rosemary Elebash, NFIB Executive Director were proud to present the 2012 NFIB Alabama Small Business Champion to Dell and Carolyn Hill, owner of Selwood Farms in Sylacauga Alabama. It was a great meeting for information and celebration of Small Business.
Greg Powell is interviewed in the Birmingham News concerning the upcoming presidential election and its impact on investors' personal finances and the national economy.
Read the article here.
fi-Plan Partners is proud to support Samford University Athletics. Below is our full page ad that is in the 2012 Samford Football program.
Birmingham News ad appearing in the Football Preview Issue
"A 401(k) is a great benefit to have at a company and this new law puts service providers on notice that they need to do a better job of educating investors," Powell said. "When people appreciate the service they receive, they have no problem paying a fee. Those frustrated by this will be those not on track to retire and not getting good returns. If you get great returns, don't get distracted by the amount of fees you pay." Click here to read the article.
Listen to audio files below:
fi-Plan Partners was a proud sponsor of the Gene Stallings Golf Tournament for Rise which raised money for The Rise School at the University of Alabama. The Rise School provides the highest quality of early childhood education services to children with Down Syndrome and other developmental disabilities as well as to children without disabilities.
Quint Cook speaks at the Alzheimer's and Dementia Forum
in Pelham, AL about "Financial Considerations When Dealing With Alzheimer's and Dementia."
fi-Plan Partners were the corporate sponsors of the Samford Business Network Quarterly Breakfast with guest speaker financial guru Jim Rogers.
Greg Powell welcomes everyone to the Samford Business Network Quarterly Breakfast.
|Jim Rogers brought fantastic insight on where investors should place their money as well as humor about his adventures around the world with his wife.|
Greg and Jim share stories from being in the financial service industry and how it has evolved over the years.
|Greg was honored to spend time with financial guru Jim Rogers. Greg has always tracked every interview and article about Jim as well as every book that he has written.|
|Another record crowd for the Samford Business Network.|
UAB School of Dentistry Alumni Breakfast
Greg Powell was honored to speak at the UAB School of Dentistry Alumni Breakfast. He explained how dentists can make their practice an investment in their retirement and not just a job.
Groundbreaking for the Birmingham Barons
The groundbreaking ceremony for the Birmingham Baron’s Stadium was an exciting event. This stadium will be a great place for family events and will contribute significantly to the growth of the downtown district. Greg Powell, Quint Cook, and Ashley Page were proud to have been a part of this great day.
Ashley Page Teaches a UAB School of Engineering Class
Ashley Page did a great job teaching the UAB School of Engineering students on how to write a successful business plan. Ashley’s wealth of knowledge and experience is such a benefit to people starting their own business.
Greg Powell Receives the Eagle Scout Mentor Award
Greg Powell is presented with the Eagle Scout Mentor Award from Quint Cook’s son, Connor. Connor wanted to honor Greg for all the advice and help Greg gave him with this great achievement. We are all proud of Connor.
Greg Powell, President/CEO of fi-Plan Partners, gave a great interview about his 2012 economic outlook. Be sure to read his quotes in this past sunday’s edition of the Birmingham News here.
Greg had an incredible NFIB Leadership Council Meeting that confirmed to him that Alabama has leadership that cares about the future of this great State of Alabama. The guests were Lt. Gov. Kay Ivey, Chief Justice Chuck Malone, Senator Del Marsh, and Kib McKibbens who works with Governor Bentley on Small Business. Rosemary Elebash once again did an phenomenal job for the meeting and small businesses.
fi-Plan Partners supported Aldridge Gardens in Hoover, AL last Friday evening by attending "Horror In The Gardens." This event was planned by the Aldridge Garden's Junior Board where fi-Plan Partners' Amy Marquis and Mac Frasier lead as President and Vice President respectively. Our President/CEO, Greg Powell serves on the garden's Board of Directors.
Fultondale Chamber of Commerce Luncheon
Greg Powell spoke at the Fultondale Chamber of Commerce on Oct. 18 on "The How To of Small Business and Government Engagement"
Greg Powell, Taylor Hicks, and Peggy Powell
Greg and Peggy Powell had a blast at the Drive 4 The Cause benefiting the DCH Breast Cancer Fund! Spending time with Taylor Hicks and hearing him perform was one of the highlights. Of course winning the autographed Joe Greene Steelers helmet added to the excitement!
Mitt Romney and Greg Powell
Greg Powell enjoyed co-hosting an event for Mitt Romney and hearing his vision if elected President of the United States. He fully believe Mitt is the leader we need during these uncertain times.
Tony Petelos, Meg Whitman, and Greg Powell
Little did Greg know at the time this picture was taken that Meg Whitman would become the new CEO of Hewlett Packard and that Tony Petelos would become the new county manager of Jefferson County. They, too were at the event that Greg co-hosted for Mitt Romney. They all confirm that leadership matters.
Greg Powell, Lieutenant Governor Ivey, and Mitt Romney
Governor Ivey is a co-chair for the Mitt Romney campaign for Alabama. Greg was honored to spend time with her and Governor Romney. They are both great individuals.
It was a huge honor to hear Condoleezza Rice speak as well as have the opportunity to visit with her. In person, she is very down to earth and inspiring to be around. Her insight on the current global scenario confirms why she was an outstanding Secretary of State.
This may be the closest Greg will ever get to meeting Walt Disney! Michael Eisner, former CEO of the Walt Disney Company, took the vision to a new level that maybe even Walt did not think about. Greg learned so much from his presentation “Great Partnerships of the Future”.
We were honored to have Bill Armistead, Chairman of the Alabama Republican Party, visit our office today. Bill brings a tremendous amount of wisdom and experience to the Republican Party and we are excited about all that he is doing for our state and country.
Be sure to read Greg Powell's comments in the Birmingham News in Staff Writer Roy Williams article "Wall Street sees worst day since crisis began"
Birmingham, AL --June 24, 2011-- Greg Powell of fi-Plan Partners in Birmingham, AL attended the Opening Bell ceremony at The NASDAQ Stock Market in New York City’s Times Square on June 24, 2011. The event was hosted by LPL Financial, the largest independent brokerage firm in the nation*.
“We were delighted to host Greg Powell at our NASDAQ Opening Bell ceremony in New York, which celebrates the achievements of some of our top advisors,” said Derek Bruton, Managing Director and National Sales Manager for LPL Financial. “We are proud to serve as a contributing partner to Greg Powell and to support fi-Plan Partners’ success throughout the communities he serves.”
|After speaking at the Hoover Chamber luncheon, Lt. Gov. Kay Ivey and her staff visited fi-Plan Partners with NFIB State Director, Rosemary Elebash.||The fi-Plan Team was thrilled to have Lt. Governor Kay Ivey visit their office after she spoke at the Hoover Chamber Luncheon.|
|Greg Powell gives the Lt. Governor and her Chief of Staff, Steve Pelham a tour of the fi-Plan Partners office. They talked about his years in the financial industry and the changes he has seen over the years.||The Lt. Governor, Steve Pelham and Greg look at the picture of her with Greg framed and displayed in our office with the letter she sent him appointing him to the Commission on Improving State Government.|
Greg Powell showing the Lt. Governor and her Chief of Staff, Steve Pelham, all the great items displayed around the fi-Plan Partners office.
|Everyone at fi-Plan Partners thoroughly enjoyed the Lt. Governor's visit. Her warm personality and genuine concern made everyone relax. She made everyone feel special by taking the time to get to know a little about each person.|
Lt. Gov. Ivey takes a moment to have a picture made with Greg Powell in front of a 48 star American flag displayed in the office.
Lt. Gov. Kay Ivey takes a moment to get to know Julie Ellis, fi-Plan Partners' Branch Operations Manager.
Tornado Victims receive advice from Quint Cook in the
Click here to read full article
Part 2: Wedding Wednesday: With this debt, I thee wed - financial planner Greg Powell gets real with money matters and wedding planning
Birmingham financial planner Greg Powell of fi-Plan Partners did such a good job last week of exploring the different types of money matters couples need to discuss before marriage, that he's back today to talk about money and wedding planning.
Here are his tips:
(Click image below to read the article on AL.com)
Greg Powell Speaks on a Panel Discussing Current Healthcare Legislation
The Vestavia Chamber of Commerce in Birmingham, AL hosted a panel discussion on the current Healthcare legislation with fi-Plan Partner's President and CEO Greg Powell, Brookwood Medical Center President and CEO Gary Gause, and Blue Cross and Blue Shield Vice President, Legal Services Mike Patterson. With a record crowd in attendance, Jack Nelson, Professor at Cumberland School of Law, presented a summary overview of the current legislation and the panel took turns presenting their assessment and impact on Americans.
Greg Powell brought into focus the critical impact this Healthcare legislation will have on the economy as a whole and small businesses.
Click here to read a summary blog post of Greg's main points.
See more photos of the event by clicking here.
Part 1: Greg Powell's gives tips for couples to talk about money on AL.com
(Click on the picture below to read the article)
Greg Powell's interview about the Full Employment Act affects on Small Business
"Greg Powell, president and CEO of Birmingham-based fi-Plan Partners, said he started his business with four people and has since expanded it to nine.
He said the tax credit bill would help him hire two more people.
He said the tax credit would allow him and other small businesses to possibly provide more benefits to employees and also to continue to contribute to their communities through support of local schools and nonprofits, ultimately multiplying the benefit."
Click here to read full article.
Governor Bentley introduces the Full Employment Act of 2011 at a press conference at the State Capitol today. From L to R, Rosemary Elebash, State NFIB Director; Greg Powell, President and CEO of fi-Plan Partners; Governor Bentley; State Representative Blaine Galliher; State Senator Arthur Orr.
Click the video to watch Greg on this great coverage by ABC 3340
MONTGOMERY- Governor Robert Bentley today introduced his plan to help small businesses hire employees. The Full Employment Act of 2011, sponsored by State Representative Blaine Galliher and State Senator Arthur Orr will provide a one time tax credit to small businesses who hire additional employees.
“Small businesses are the backbone of the Alabama economy,” said Governor Bentley at today’s press conference held at the State Capitol. “The Full Employment Act of 2011 will help small businesses create...
Read full press release here.
Governor Robert Bentley and Greg Powell
The duty of the Commission is to work with the Legislature and the Governor’s Policy Office to analyze and explore new ways to reduce government spending with minimal or no reduction to essential state services.
“We are in challenging economic times and state government must do what every Alabama family is doing right now and that is find ways to cut back on spending,” said Governor Bentley. “The members of this commission will take an in-depth look at the current cost structure of every state agency and look for new and effective ways to cut costs without cutting essential services. I appreciate their willingness to serve and look forward to receiving their recommendations.”
Lt. Governor Kay Ivey will serve as Chairman of the Commission.
“I am honored to serve as Chairman of Governor Bentley’s Commission on Improving State Government. This Commission will be focused in its efforts. We will first review previous studies before undertaking others. Further, I am committed to seeing that the results of this Commission can be used and not simply “put on a bookshelf to draw dust.”
Read the Official Press Release from the Governors Office here.
NFIB AL Leadership Council Chairman, Greg Powell and State Director Rosemary Elebash met with the Leadership Council and other members in Montgomery for a day of meeting with elected officials. Watch the short recap below.
fi-Plan Partners is always proud to support Camp Smile-A-Mile at their Annual Red Nose Ball. This year fi-Plan Partners' Greg Powell, Quint Cook, Ashley Page, and host guests for an fun evening of silent and live auctions while helping to raise money for a worthy cause.
|Greg and Peggy Powell||fi-Plan Partners and Guests|
|Ashley and Whitney Page||Quint Cook|
|Quint Cook and Greg Powell||Peggy Powell bid and won a Auburn Team signed footbal|
Greg Powell is interviewed on Fox 6 News about the Special Equestrians program and the grant it received today from the Alabama Civil Justice Foundation. (Watch the video below after it loads. It may take a few seconds)
fi-Plan Partners President/CEO and Samford Alum, Greg Powell, was recognized as Samford University’s VIP (Volunteer in Philanthropy) at the Alabama Association of Fundraising Professionals’ Annual Philanthropy Day Luncheon
|Peggy Powell and Doug Wilson, Samford's Executive Director of University Advancement, surround Greg as he holds his National Philanthropy Day VIP Award from his work with Samford University.||Randy Pittman, Samford Vice-President for University Relations, (left) and Samford President, Dr. Andy Westmoreland pause for a picture with Greg.|
|Greg's Volunteer in Philanthropy Award||The event was held at the Harbert Center in downtown Birmingham|
|Greg Powell stands to be recognized for his unwavering commitment to Samford University.||Greg, Rip Weaver, Executive Diretor of Aldridge Botanical Gardens,and Randy Pittman, Samford's Vice-President for University Relations|
Greg has his picture taken
|Kathi Claybrook, Executive Director of Special Equestrians, Greg Powell, Rip Weaver, Executive Director of Aldridge Botanical Gardens and Peggy Powell|
|Doug Wilson, Greg Powell and fi-Plan Partner's Chris Davis and Ashley Page celebrate the great community that Samford provides.||Greg Powell and Rip Weaver, Executive Director of Aldridge Botanical Gardens|
"Transforming Social Security into Winning Retirement Strategies"
The New Embassy Suites
2960 John Hawkins Parkway
Thursday, October 28, 2010
6:00 pm - 6:30 pm
Drinks & Hors D’oeuvres
6:30 pm - 7:30 p.m.
Greg Powell, President/CEO, fi-Plan Partners
Connie Nichols, Vice President of Value Add & Retirement Marketing, BlackRock
Greg Powell and fi-Plan Partners invite you to join us on the evening of October 28th at the new Embassy Suites. The featured guest speaker will be Connie Nichols.
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Connie Nichols, Vice President of Value Add and Retirement Marketing with BlackRock, will present:
• How Social Security benefits work for you and your spouse
• When and how to start receiving Social Security benefits
• Opportunities to increase your benefits throughout retirement
• What the future holds for Social Security
FEEL FREE TO BRING A FRIEND.
Seating is limited so RSVP soon.
RSVP by October 25, 2010 to: Renee Frank at (205) 989-3498 or by email by clicking here.
No specific products will be discussed at the seminar
Securities Offered Through LPL Financial. Member FINRA/SIPC.
Speaker Bio: Connie Nichols
Connie Nichols is a 19 year industry veteran and has extensive expertise and experience in retirement, estate, and tax planning. Currently, Connie is a Vice President of Value Add and Retirement Marketing for BlackRock and is responsible for the development and delivery of wealth management programs targeted at helping Financial Advisors grow their business. Prior to joining BlackRock, Connie was a Director of Advanced Sales in the Tax Advisory Group for Prudential Financial. There she spent fourteen years providing training and continuing education to financial professionals, attorneys and Certified Public Accountants on advanced planning topics and tax issues related to retirement, wealth transfer, and the significance of various pieces of legislation. She holds NASD Series 7 and 26 licenses, and is a Chartered Retirement Planning Counselor (CRPC).
Alabama State Representative for District 48, Greg Canfield, met over coffee today at fi-Plan Partners, in Hoover, AL, to discuss with business owners the current issues they are facing and how they can be a part of the solution in state politics. Greg Powell, President/CEO of fi-Plan Partners and Rosemary Elebash, State Director of the NFIB AL hosted the event.
Watch this 34 sec. recap video.
Over 200 business leaders gathered this morning at the Samford Business Network Breakfast sponsored by fi-Plan Partners. Greg Powell, President/CEO, fi-Plan Partners, welcomed the attendees and encouraged them to become more involved in the Samford Business Network because it changes not only the business community for the better but it also enhances the quality of lives of people around us.
The room was full at
The Harbert Center
Attendees enjoyed a great presentation
Greg Powell, Pres./CEO of fi-Plan Partners, welcomes the guests
Billy Canary, Pres./CEO of the Business Council of Alabama speaks to business owners
To view more pictures, click here
The special guest speaker was Billy Canary, Pres/CEO of the Business Council of Alabama, who talked about how the BCA supports Alabama businesses on the state and national government levels.
Be sure to watch Greg’s short video interview with Billy Canary below.
Sponsored by fi-Plan Partners
Featuring Billy Canary , President/CEO of the Business Council of Alabama
Topic: What If No One Were Watching?
The role of business advocacy in Alabama's Governmental Process
DATE: August 25, 2010 TIME: 7:00 a.m.
The Harbert Center
2019 4th Ave. North
FREE EVENT: Register Here
About William J. Canary: William Canary became the president and chief executive officer of the Business Council of Alabama in March 2003 after serving as president and chief executive officer of the American Trucking Associations (ATA), which represents the nation's motor carriers before all branches of government. As the Business Council's CEO, he also serves as Alabama's official liaison to the United States Chamber of Commerce and the National Association of Manufacturers.
Greg Powell Speaks at NARHA Region 5 Non-Profit Conference
Greg Powell, President/CEO, presented "Staying Alive in a Down Economy" for NARHA (North American Riding for the Handicapped Association) groups from Mississippi, Alabama, Georgia, Tennessee, and Florida.
The three day event was held at Indian Springs School, just south of Birmingham, AL and hosted by Special Equestrians, a therapeutic horseback riding program designed for people with special needs.here.
Eric Essix in Concert
Greg Powell, President/CEO of fi-Plan Partners, talks with jazz legend Eric Essix about his music, touring and his up coming concert at Aldridge Botanical Gardens in Hoover, AL.
Tickets available for the concert at the gate or by calling 682-8019.
Date: Thursday, May 20, 2010
Location: Aldridge Botanical Gardens
Sponsored by fi-Plan Partners
Click here for more information.
Senator Sessions met for coffee at fi-Plan Partners with local business owners and NFIB Alabama State Director Rosemary Elebash to discuss and receive feedback on issues facing small businesses and the economy.
Today fi-Plan Partners celebrates it's 5 year Anniversary. Greg Powell, President/CEO and Quint Cook, Senior Vice-President, knew changes were occurring in the financial industry that would directly affect their clients.
In order to continue truly placing their clients needs first, they decided they would leave the national firm and become an independent financial planning and wealth management organization. This move allowed them to focus on their portfolio and financial planning expertise and better guide their clients to achieving their dreams and goals.
Greg Powell reflects, “I am thankful everyday for the clients that believed in us and who moved their assets with us on February 18, 2005. At the time we may have looked like we were crazy for making that move, but today we celebrate with our clients that our forecast has proven to be well beyond our expectations. We believe in our clients and are so grateful they believe in us.”
“The freedom to better serve our clients over the last 5 years,” says Quint Cook,“has had a huge impact on those around us and with our abilities growing so much since 2005, you won’t believe what we have in store for the next 5.”
fi-Plan Partners and The National Federation of Independent Business (NFIB) hosted a group of business owners at Aldridge Botanical Gardens to discuss solutions that are vital to the success of their businesses.
John Carl, President, Retirement Learning Center, LLC and Executive Director, PLANSPONSOR Institute, spoke on retirement options available to the small business owner.
Chris Davis, Director of Integrated Communications at fi-Plan Partners presented the basics of social media and the opportunities Facebook and Twitter creates for business owners to connect with existing as well as with new clients and customers.
Greg Powell, President/CEO and Wealth Advisor at fi-Plan Partners wrapped up the Summit by talking about the questions asked through his unique financial planning process, Your Financial House©, that addresses every financial aspect of your business and personal life.
The Birmingham News covered the Summit. You can read the article on the Birmingham News website here.
fi-Plan Partners owner Greg Powell was recognized as one of four regional Solveras/ NFIB Small Business Champions for 2009 by the National Federation of Independent Business. Powell has been a NFIB member for four years, and serves on the NFIB/ Alabama Leadership Council, as well as numerous other civic boards.
Features - January/February 2010
NFIB recognizes region and state Small Business Champion
Owning a business, satisfying customers and providing livelihoods for employees are not enough for the 2009 Solveras/NFIB Small Business Champions. For these NFIB member activists, business ownership is also about standing up for free enterprise and contributing their time, talent and resources to protecting the right to own, operate and grow a small business. They believe that an informed, educated, concerned and involved public is the ultimate safeguard for small business; and that honesty, integrity and respect for human and spiritual values are important in all aspects of life--and are essential to a sustaining a good work environment.
NFIB recognized four region Small Business Champions, as well as champions in each of the 50 states. For more information on this year’s winners, visit NFIB.com.
Greg Powell, CIMA
Greg Powell left his corporate job in 2005 to use his experience and knowledge to start his own financial consulting business. Joining NFIB four years ago, Powell immediately saw the value of the organization and became involved in recruiting new members and raising funds for NFIB/Alabama’s political action committee--the Save America’s Free Enterprise (SAFE) Trust.
Promoting NFIB and its members is, for Greg, good business. Whether he’s advocating an NFIB position to a state legislator or helping his state director find out how Alabama’s small businesses are reacting to particular events or issues… Greg believes that NFIB membership is part of what helps small business owners create their own "declaration of independence."
For him, that means having the time to give back to his community and touching the lives around him. Greg is involved in causes ranging from promoting literacy in low-income communities to assisting special needs children and adults.
"Creating Your Own Oasis in an Economic Desert"
With guest speaker Greg Powell (read Greg's bio here)
Date: January 21, 2010
Location: Gardendale Civic Center
Reservations required. Call: (205) 631-9195
Watch preview of the event below
Sea of debt: Consumers caught between holiday bills and soaring credit card rates
By Roy L. Williams -- The Birmingham News
Every individual or married couple needs to sit down at the beginning of the year and evaluate how they spent money the previous year, not just for Christmas gifts, said Greg Powell, head of Fi-Plan Partners in Hoover.
"Critique yourself to make sure you don't make the same mistakes this year," he said. "Cut out excess spending, take advantage of sales and buy Christmas gifts throughout the year, not just before the holiday."
Read full article here.
Greg Powell Receives NFIB Southern Region Small Business Champion Award in Washington, D.C.
Greg Powell, President and CEO, traveled to Washington, D.C. to receive the National Federation of Independent Business (NFIB) Southern Region Small Business Champion Award at the NFIB Leadership Trust Conference. At the awards luncheon, Greg was featured in a video documenting his involvement and leadership in small business and the community. Throughout the conference, Greg met with National NFIB leaders discussing the future of small business.
Senator Jeff Sessions took time out of his busy schedule to meet with Greg at his office and congratulated him on his award. Greg was accompanied by his wife Peggy and Chris Davis, fi-Plan Partners’ Director of Integrated Communications.
When Greg informed the Governor that he also won the Southern Region Small Business Champion Award and was heading to Washington, D.C. the following week, the Governor promptly removed his Alabama State lapel pin and asked Greg to wear it while in D.C.
Greg was accompanied by his wife Peggy, Chris Davis, Director of Integrated Communications at fi-Plan Partners and Rosemary Elebash, Alabama's NFIB State Director.
Greg Powell, President and CEO and President of the Samford Alumni Assoc. (right), accepts on behalf of the Alumni, the Montague Award from Randy Pittman (left), Vice-President for University Advancement. The award was given to mark the achievement of Samford car tag sales reaching $500,000 in revenue for the University. (Photo by Caroline Summers)
fi-Plan Partners hosted a special event for our clients with MetLife investments at The Club of Birmingham with guest speaker Milton Ezrati, Partner and Senior Economic and Market Strategist with Lord Abbett. Milton spoke to a packed room about the recent volatility in the economy and financial markets and answered questions from the audience.
fi-Plan Partners hosted a special event for our clients with MetLife investments at The Club of Birmingham with guest speaker Milton Ezrati, Partner and Senior Economic and Market Strategist with Lord Abbett. Milton spoke to a packed room about the recent volatility in the economy and financial markets and answered questions from the audience.
fi-Plan Partners supports Special Equestrians by being a main sponsor of the Fore The Children Golf Tournament. Special Equestrians is a therapeutic horseback riding program designed for people with special needs. Greg Powell and Mac Frasier played in the scramble with local celebrities. To find out moreabout Special Equestrians and the difference they are making in peoples lives, visit their website here.
More photos coming soon.
South Region Small Business Champion
Greg Powell has been selected as the 2009 South Region Small Business Champion for the National Federation of Independent Business (NFIB). He joins a very select group of award-winners who have made extraordinary contributions to NFIB and their community.
Mary R. Blasinsky, Senior Vice President & Chief of Staff, National Federation of Independent Business (NFIB) notified Greg that he will be a special guests at NFIB’s 2009 Leadership Trust Meeting, October 26 – 28, 2009 in Washington D.C. There he will be honored with a special recognition at a luncheon on Tuesday, October 26.
Send Greg a congratulations email by clicking here.
Birmingham Business Journal: An interview with a newsmaker: Greg Powell, President, fi-Plan Partners, LLC
Greg Powell is President and CEO of fi-Plan Partners, LLC, a local financial planning firm he founded in 2005.
Powell created the Your Financial House blueprint tool, which helps clients assess their financial situation and map out their long-term goals and needs.
The firm has licensed the Your Financial House program out to several other firms.
He was recently recognized by the National Federation of Independent Business as the 2009 NFIB Small Business Champion for Alabama.
(Click here to read more)
Alabama Pediatrician Summer 2009 Newsletter Article
Greg Powell leads ROR-AL‘s Partnership Council
Greg Powell, president and CEO of fi-Plan Partners (www.fiplanpartners.com), a wealth management organization that advises organizations, families and individuals who wish to enhance and preserve their wealth, has agreed to chair Reach Out and Read-Alabama’s first Partnership Council.
A husband and father of three girls, Greg enjoys serving several of Alabama’s charities and non-profit organizations, both as part of the mission at fi-Plan Partners and on his own. Greg recently was awarded Samford University’s Brock School of Business Alumnus of the Year award. “It is an honor for me to be the leader of the Partnership Council – a group of truly brilliant, committed individuals who believe in the power of reading. As a ‘bookaholic,’ I am enthusiastic to be part of an organization that inspires young minds to read and educates parents on how to interact with their children by using a book to encourage.”
Amy Gary, owner of Picturebook and president of Watermark in Birmingham, has agreed to serve as co-chair. Marsha Raulerson, MD, FAAP, a past president of the Alabama Chapter-AAP, continues to serve as the program’s medical director.
The Partnership Council will work and make recommendations to the Chapter’s Executive Board regarding the administration and expansion of ROR-AL. For a copy of the strategic plan completed by the Council, visit www.roralabama.org.
ROY L. WILLIAMS
News staff writer
The stock market's late summer run-up has some investors wondering: have stocks hit bottom and is a recovery under way?
Some Birmingham-area financial planners say they are hearing that question from a lot of clients, who are asking whether it is safe to put their money back in the stock market. They say it is too soon to say, and point to Friday's 76-point decline - the biggest daily drop in five weeks - as a sign.
"Clients in general are still leery of the market, but there is a slow-growing number who are moving back in because this is really a great time to dollar-cost-average into the market," said Melvin Smith, a planner with First Financial Group of the South.
Greg Powell, head of Hoover's Fi-Plan Partners, believes the market is due for another fall due to lingering problems such as unemployment rates at a 24-year high and continued bank losses related to bad loans.
"I think we could see another market correction over the next 90 to 120 days as foreclosures keep going up and the commercial real estate market begins to implode," Powell said. "A lot of banks that took TARP money aren't being allowed to return it because I believe the government believes things will get worse before they get better."
(click here to read more)
Press Release: fi-Plan Partners Announces Promotions
fi-Plan Partners, LLC, a Hoover based independent financial planning and wealth management firm, announces several promotions within it’s organization. fi-Plan Partners has built a team of experts who are committed to providing strategies designed to grow their clients’ wealth. The company’s specialty is multi-generational wealth management that involves the entire family in the planning process in order to help them stay informed on financial matters.
In order to continue to serve our clients with excellence, fi-Plan Partners announces the following promotions:
Amy Marquis- Chief Operations Officer
Mac Frasier- Vice-President, Wealth Consultant
Julie Ellis- Branch Operations Manager
Chris Davis- Director of Integrated Communications
Renee Frank- Systems and Cost Manager
“We have assembled a team of experts at fi-Plan, who have played an integral role in helping us fulfill our mission as a company and our commitment to our clients,” said Greg Powell, President and CEO. “I am proud of our team and what we have accomplished together over the last five years.”
Greg Powell Receives Alumnus of the Year
Dean Beck A. Taylor presents Greg with the Brock School of Business Alumnus of the Year
Samford University’s Brock School of Business has awarded its “Alumnus of the Year” Award. Winners, and their prizes, were: William H. Belski, assistant professor of accounting, “Excellence in Teaching” award, $5,000 fellowship; Jennings B. Marshall, professor of economics, “Distinguished Service” award, $5,000 fellowship; Archie Lockamy III, the Margaret Gage Bush professor of business, “Outstanding Scholoarship” award, $10,000 research fellowship. Greg Powell, CEO of fi-Plan Partners, was named “Alumnus of the Year.”
Click the player below to listen to Greg's 7 minute acceptance speech.
Continues Support of The Rise School with Gene Stallings
Greg Powell, Quint Cook, and Mac Frazier, along with Nick Saban, participated in the Gene Stallings Golf Tournament in Tuscaloosa benefiting the Rise School. fi-Plan Partners has been a long time supporter of the Rise School and was excited an honored to continue their relationship and support.
Powell Joins Aldridge Botanical Gardens Board of Directors
The Aldridge Botanical Gardens governing board has elected Greg Powell, an independent financial planner and Hoover resident, as its newest member.
Powell, 49, was with Morgan Stanley for 17 years before forming his own financial and wealth management company, fi-Plan Partners, in 2005. He is president of Samford University’s National Alumni Society and chairman of the University’s Brock School of Business advisory board.
He also serves on the advisory board of Camp Smile-A-Mile, a non-profit that provides a camping experience for children with cancer, and is president of Special Equestrians, a therapeutic horseback riding program for people with physical and other disabilities.
Powell fills the unexpired term of Bob Smith, who resigned because of other commitments shortly after being re-elected for a second three year term beginning Oct. 1, board President Charles Diggs said. There are five vacancies left on the 17-member board, which members are working hard to fill, Diggs said.
Greg Powell is the New Samford Alumni Assoc. President
Always striving to make a difference in people's lives, Greg Powell has been elected as President of Samford University's Alumni Association. After the Homecoming parade, where he was accompanied by his daughters Sara and Lydia, Greg was interviewed during half-time on the Pat Sullivan show by host Jay Roberson where he talked about his goals and vision for Samford University.
Click here to listen to the interview.
ABC 33/40 Talk of Alabama
Greg Powell and Quint Cook have a weekly guest segment on Birmingham's ABC 33/40 Morning Talk show Talk of Alabama talking to viewers about how to better manage their finances and plan for their future. The show airs weekdays from 9am-10am.
Click here to get all the information about the morning show.
Greg continues to be a regular guest on the Matt Murphy Show providing financial insights. The show airs weekdays 6am-10am on Birmingham's WAPI 1070 AM.
Greg Powell Live on Fox 6 Evening News
Greg continues to be sought after by the media as an expert in the financial industry. On October 6, 2008, Greg was interviewed by news anchor, Jonathan Hardison, on Fox 6 evening news concerning the current uneasy market conditions.
Subscribe to Greg's Financial Insights mailing list by clicking here.
Samford University Crimson Newspaper Article
Greg Powell was featured recently in Samford University's Campus Newspaper detailing his professional success after graduating from the university.
Click here to read the story.
2008 Birmingham News Article
As you can see, the media is consistently turning to Greg Powell and fi-Plan Partners for expert insight on the financial industry.
Click here to see the latest Birmingham News article.
Eric Essix CD Release Party
fi-Plan Partners Wealth Consultant, Mac Frasier, and Communications Director, Chris Davis, attended national jazz artist Eric Essix's CD release party at the Tutwiler Hotel in downtown Birmingham. Eric's new album titled Birmingham is his fifth and has been released on Essential Recordings. His music is also featured on www.yourfinancialhouse.com.
Click here to visit Eric's website and listen to the music of this great talent.
Jason Wallis Photography Studio Grand Opening
Greg Powell and Chris Davis attended a Studio Grand Opening for Photographer of the Year, Jason Wallis.
Click here to visit Jason's incredible website that showcases his photography skills.
9/11 Hoover chamber of Commerce Event
fi-Plan Partners host the Hoover Chamber of Commerce Coffee and Contacts event on September 11th.. Senior Vice President and Wealth Consultant, Mike Randolph, spoke to the attendees about his first hand experience in the World Trade Center on that tragic day in American history.
Click here to read Mike's story.
Special Equestrians Charity Golf Tournament
Supporting a worthy program, fi-Plan Partners was a main sponsor of "Fore the Children" Charity Golf Tournament benefiting Special Equestrians, a therapeutic horseback riding program designed for people with special needs.
Samford Business Nework Meeting with Head Coach Pat Sullivan
fi-Plan Partners is always looking for ways to connect people. On August 20th fi-Plan Partners sponsored the Samford Business Network's kick off breakfast with special guest speaker, Heisman Trophy winner, and Samford University's Head Football Coach, Pat Sullivan. Over 300 people attended the breakfast beating last years all time record also set at the network breakfast which
fi-Plan Partners sponsored.
Greg Powell Commencement Speaker at Samford Universtiy Brock School of Business
Greg was honored to be asked to give the commencement speech at Samford University's Brock School of Business, his alma mater.
Click here to listen to his inspirational commencement speech.
Birmingham News Articles The Money Section
Greg was interview by Roy Williams for the Sunday edition.
Click here to read the article.
The Style Section
Fashion Ambush caught up with Greg and interviewed him for the Sunday Style Section.
Click here to read the article.
The Life Style Section
Greg was interview by Chanda Temple Custer for an article to help professional women prioritize their money matters.
Click here to read the article.
Prince of Peace Golf Tournament
Committed to giving back to the community, fi-Plan Partners sponsored this year's Prince of Peace School Golf Tournament. The school provides a curriculum which fosters spiritual, academic, physical, and moral growth.
Rise School Gene Stallings Golf Tournament
Continuing a long history of support for the Rise School in Tuscaloosa, Alabama, Greg Powell, Quint Cook, and Mike Randolph played in the annual Gene Stallings Golf Tournament benefiting the Rise School which provides the highest quality of early childhood education services to children with Down Syndrome.
Greg Powell writes for Technology Alabama Magazine
Technology Alabama Magazine, the states leading resource for the technology industry asked Greg to write an article for their Spring '08 issue.
Click here to read Greg's article about how technology has helped small businesses take advantage of 401K retirement plans.
Greg Powell on the Radio
Greg has frequently been interviewed by Matt Murphy on The Matt Murphy Show radio program to talk about financial and market matters. Tune in online at 4-7pm week days at www.mattmurphyprogram.com or if you are in Birmingham, AL on the radio WAPI 1070 AM.
fi-Plan Partners Sponsor CBS 42 March Madness Bracket Challenge
fi-Plan Partners is the proud sponsor of CBS 42's March Madness Bracket Challenge
Helping Camp Smile-A-Mile Help Children with Cancer
Continuing their long time support of Camp Smile-A-Mile, a camp for children with Cancer, the fi-Plan Partners team attended the Red Nose Ball on February 23, 2008.
Coffee Tasting and Roaster Tour
In appreciation of our clients and friends we have arranged for a private and exciting tour of Birmingham's own O'Henry's Coffee Roasting Company, the roaster that produces fi-Plan Partners exclusive Your Financial House Blend. Join us and see how the top 1% of the coffee beans in the world are grown, selected, roasted and brewed for your cup. The tour will be followed by a coffee tasting from the three coffee regions with deserts to expand your coffee palate.
This is a great opportunity to INVITE YOUR FRIENDS who enjoy coffee and it would be a great compliment to us if you brought them to our event.
All attendees will receive a sample of O'Henry's special Valentine's Blend to brew in the comfort of their own home compliments of Red Mountain Coffee Roasters.
SPACE IS LIMITED! Don't miss this exciting opportunity to see and taste the difference that is Red Mountain Coffee.
Date: Tuesday, February 12,2008
Location: Red Mountain Coffee Roasters, Homewood, AL.
YOU MUST REGISTER TO ATTEND
by Friday, February 8th.
Register by phone 205-989-3498 or email here
Fi-Plan Partners Sponsors 2008 Opening Tip-Off Club Meeting
Greg greets attendees followed by Auburn's Coach Lebo
On January 7, 2008 fi-Plan Partners sponsored the Birmingham Tip-Off Club's opening meeting of the year at the Harbert Center in downtown Birmingham. Auburn University coach Jeff Lebo spoke to a packed house of Tip-Off Club members and guests.
Greg greeted the attendees, emphasizing the importance of community service, the essential roll coaching and sports play in the development of students, and the benefits of being involved in the Birmingham Tip-Off Club.
fi-Plan Partners is involved in and supports the Birmingham Tip-Off Club to network with individuals who can work with us to better serve our clients as well as our community.
Click here to read the full article.
Greg Talks With Governor Bob Riley About Affordable Health Insurance
Greg was recently asked to sit with Governor Bob Riley and five other business owners at a round table discussion on the high and rising cost of health insurance. The governor asked the National Federation of Independent Businesses (NFIB) to select successful business owners from its membership to sit with the governor and give their insight concerning affordable healthcare.
The governor stated that he knows the rising cost of healthcare prevents small businesses from expanding, having a positive impact on the community, and from taking care of their employees. In an effort to change this, Governor Riley took notes as he listened to the round table participants discuss their experience with providing healthcare for their employees and share their concerns.
Greg was interviewed by Channel 13 NBC on the subject of healthcare and small businesses before the event. Afterwards the governor spoke with Greg, thanked him for attending and for his valuable input.
October 11, 2007
Women's Investment Forum :
fi-Plan Partners is committed to educating our clients. On October 11th fi-Plan Partners hosted a Women's Investment Forum in conjunction with Samford University School of Business, Business Alabama magazine and ING. Held at the B & A Warehouse downtown, women from all over the city listened and learned from three prominent women in the investment and business world.
October 11, 2007
Special Equestrian Charity Golf Tournament
Always giving back to the community, Greg Powell and Mac Frasier enjoy some time with Greg's father Ray and friends while supporting Special Equestrians in a fundraising golf tournament in October. fi-Plan Partners helped raise money for the non-profit therapeutic riding program for those with special needs.
September 27, 2007
fi-Plan Partners with Samford University in Business Alabama: click here
In September 07 we were honored to be asked by Samford University to create a joint advertisement in Business Alabama magazine showcasing the how business and athletics go hand in hand.
September 12, 2007
Mike Randolph Remembers 9/11 in Portico Magazine
Our very own Mike Randolph had an article written about his 9/11 World Trade Center experience in Portico magazine. The article was written and submitted by our Communications Director, Chris Davis, who has written freelance articles for Portico in the past.
As Greg was quoted saying in the article, Mike has always been a compassionate person, but after 9/11 his ability to walk someone through hard times, regardless of their financial situation, is greater than before. We will never stop learning from his experience in that tragedy.
Click here to read full article.
July 12, 2007
Financial House Blend Coffee
Financial House Blend is roasted exclusively for fi-Plan Partners. Roasted right here in Birmingham by O'Henry's Coffee Roasting Company. You will not be able to find this coffee anywhere else but at our office or online at O'Henry's Coffee Roasting Company.
It's the perfect blend of Columbian Supremo and Papa New Guinea coffee beans. Each bean has its own unique flavor making the final product rich, bold and smooth in the cup. It is blended in perfect balance with a slightly floral aroma and hint of cocoa in the finish. We think it is the best coffee we've ever tasted.
April 30, 2007
Prince Of Peace Spring Swing
fi-Plan Partners sponsored this golf tournament to benefit Prince of Peace School which provides a curriculum which fosters spiritual, academic, physical, and moral growth.
April 26, 2007
Gene Stallings Golf Tournament
As Gold Sponsors of the tournament, Fi-Plan Partners executives Greg Powell, Quint Cook and Mike Randolph played a round of golf, including one hole with former Alabama Head Coach Gene Stallings, to benefit The Rise School which provides the highest quality of early childhood education services to children with Down Syndrome.
April 24, 2007
Samford Univ. Breakfast with Ambassador from the European Union
Dean Beck A. Taylor,John Bruton and Greg Powell
Greg sits with European Union Ambassador to the United States, John Bruton and University faculty at the Samford Business Network-Birmingham. The ambassador spoke on the European Union's economic impact on Alabama including incoming and outgoing business.
March 10, 2007
Camp Smile-A-Mile Red Nose Ball
Once again the team at fi-Plan Partners supports Camp SAM at the Red Nose Ball. The Ball, held at the Cahaba Grand Conference Center began with a silent auction followed by a live auction. This event, hosted by Mike Royer, NBC 13 Anchor, raised $475,000 for Camp Smile-A-Mile that serves children with cancer.
March 06, 2007
Fi-Plan Partners attend Samford Univ. Business Career Day
Greg Powell & Amy Marquis, fi-Plan Partner's Operations Manager, participate in the Samford University School of Business Career Day.
February 21, 2007
Greg speaks to Hoover High School students in the Finance Academy
Greg explained how financial planning and wealth management is important for them to start understanding. Greg appreciated the enthusiasm and feedback from the students on how the Your Financial House® process was in terms they could understand and apply to their lives.
February 14, 2007
Samford Business Network-Birmingham Quarterly Breakfast
Greg welcomes guest then later talks with Ms. Sandra B. Cochran, Chief Executive Officer and President of Books-A-Million
fi-Plan Partners sponsored a Samford Business Network-Birmingham breakfast at the Harbert Center. Greg Powell welcomed the record attendance and then relinquished the podium to Ms. Sandra B. Cochran, Chief Executive Officer and President of Books-A-Million, the third largest book retailer in the nation.
January 08, 2007
fi-Plan Partners sponsors the Birmingham Tip-Off Club
fi-Plan Partners sponsored the first meeting in January with Mike Davis, Head Basketball Coach at the University of Alabama at Birmingham, as the special guest speaker. Miss Alabama Melinda Toole sang a song at the opening of the meeting.
November 09, 2006
Troy Seminar with Miss Alabama Melinda Toole
fi-Plan Partners hosted a seminar at (Mossy Grove Schoolhouse Restaurant) where Miss Alabama Melinda Toole spoke regarding her platform on character. Greg followed with a presentation regarding Your Financial House process and how it relates to clients financial blueprints.
October 20, 2006
Greg & Peggy honor Martha Ann Cox as Alumni of the Year
Greg & Peggy attended a Samford Candlelight Dinner honoring Martha Ann Cox as Alumni of the Year. In addition Greg was chosen and recognized as President Elect of Samford University's Alumni Counsel for 2008.
October 12, 2006
Greg participates in the Special Equestrians Golf Tournament
Greg played golf with Jay Barker, Al Del Greco and Matt Coulter at the Ballantrae Golf Club in Pelham to benefit Special Equestrians.
October 12, 2006
fi-Plan Partners attends fundraiser for Birmingham Advertising Federation
Mike, Emily & Amy attended the American Printing Open House and Silent Auction for the Fall Fundraiser for Birmingham Advertising Federation.
October 11, 2006
fi-Plan Helps Clients Clean "financial house"
Greg Powell talks to the Hoover Gazette about why financial planning is essential, why it is often avoided and how fi-Plan Partners has a system that makes it inviting, interactive and rewarding.
September 21, 2006
Mitchell's Place invites Greg to present
Mitchell's Place invites Greg to present Developing a Financial Blueprint for families with children with special needs. Greg speaks on Your Financial House® and how it relates to special needs children.
August 31, 2006
Greg attends Tuscaloosa Dedication of Gene Stallings’ statue
Greg attended this wonderful event with Stallings' family members for the unveiling of Coach Gene Stallings' statue in front of the University of Alabama football stadium.
August 27, 2006
Fundraiser for the UAB Blazers Athletic Program
Greg attends the UAB Blazer Club Auction
August 19, 2006
Autism Society of Alabama Gala
Greg and Peggy attended Autism Society Gala fundraiser.
May 22, 2006
Swinging with the Greats:
Powell, fi-Plan Partners' president and CEO, spent the day with his foursome, including football legend Don Shula, in Woodland Hills (Tuscaloosa), starting with a sunrise breakfast and an early tee time of 8 a.m. The occasion was the 2006 Mike Shula Charity Golf Tournament, benefitting the Arc of Tuscaloosa City, which provides services to adults with special needs, and the Don Shula Foundation, which allocates grants to the top breast cancer research institutions.
May 15, 2006
Party with a Purpose
BellSouth event guests arrived at 6 p.m. for great food, beverages ad desserts, followed with a first-rate education about retirement planing. The event was held at Fi-Plan Partners' Financial Consulting Center in Birmingham.