Fee-Based Investing

Fee-based, without commissions

The problem with commissions? They have a way of interfering with sound recommendations. Instead, Fi Plan Partners is fee-based in order to be the very best steward of your financial future, as well as responsible fiduciaries. Fiduciary is derived from the Latin fiducia, meaning trust. We think that speaks volumes about our approach to you.

We don’t work on commissions. Instead, we earn our pay through insight and prudence, not churning sales. We stake our growth on your growth, on your performance year after year. So, our clients see us as their long-term partner. That’s the long-term dividend that comes from trust.

You succeed, we succeed.

Time after time, client after client, relationships have been the bedrock of our success. We invest time in getting to know you, your family, your goals and values. After all, if it’s important to you, then it is important to us.

A process. Not a product.

Will you achieve your long-term goals with a few stock trades? Of course not. Instead, it is discipline that matters, the day-by-day fulfillment of a strategy, with the occasional course correction to keep you moving in the right direction. And that strategy begins with us.

We put your financial goals on paper and measure our progress towards meeting those goals. It’s more than a reality check. It’s the ongoing yardstick by which we can be sure we are serving you effectively.

Our unique planning process, Your Financial House®, helps you create a custom financial blueprint for your financial life, and steadily build on it. The potential result? A happier life. A more secure future. A legacy for you and your family. We think that’s worth the little extra time it takes to get started. Down the road, you’ll be glad you did.

Find out more about Your Financial House® process here.

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 are yours alone. Our disciplined financial planning and private wealth management support you in the creation of 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.