Our Services

Our Core Belief: You

It’s not about buying and selling or swings in the market. It’s about where you need to be financially in five, ten, or twenty years and planning accordingly. Using our proprietary process, Your Financial House®, we take the time to know you and develop a long-term plan based on your values, vision, and goals.

Independent thinking. Not a herd mentality.

We don’t answer to some national brokerage firm. We don’t have a Product of the Month to hawk. And, we certainly don’t push investments on clients that aren’t a good fit. Instead, our interests and yours are the same, the way it should be. Our savvy and research will always put you and your financial independence first. The way it should be.

Our Services

As a fee-based firm, we earn our money by helping you succeed.

Fee-Based Investing

Fee-based, without commissions. Fi Plan Partners is fee-based in order to be the very best steward of your financial future and your long-term partner.

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Financial Planning

Your goals and priorities are yours alone. Our financial planning process creates a blueprint to support your long-term financial independence.

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Portfolio Strategies

Your unique needs call for individualized investment expertise. Because our team of portfolio specialists are in-house, the decisions we make reflect your financial plan.

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Client Relations

At Fi Plan Partners, relationships aren’t just important. They are everything. Exceptional service is the foundation of how we work.

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Schedule your appointment today.

Meet with us and begin planning your richer, fuller life.